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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,944 | $103,038-96.2% | $90,324-95.6% | $152,909-97.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.00% | 95.25%-82.3pp | 78.15%-65.2pp | 345.46%-332.5pp |
| Employer contribution / active EE | $6,129 | $3,141+95.1% | $2,856+114.6% | $4,764+28.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $35 | $6,177-99.4% | $5,356-99.4% | $11,601-99.7% |