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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 | $14,482 | $138,102-89.5% | $125,381-88.4% | $134,532-89.2% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -18.13% | 750.73%-768.9pp | 572.31%-590.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $1,285 | $5,245-75.5% | $4,815-73.3% | $4,741-72.9% |
| Participant deferral / active EE | $1,573 | $7,801-79.8% | $7,448-78.9% | $6,401-75.4% |
| Admin fee / account holder | $80 | $11,568-99.3% | $10,007-99.2% | $11,429-99.3% |