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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 | $15,632 | $115,810-86.5% | $101,271-84.6% | $158,966-90.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.84% | 56.15%-41.3pp | 46.48%-31.6pp | 302.95%-288.1pp |
| Employer contribution / active EE | $1,042 | $4,175-75.1% | $3,660-71.5% | $4,762-78.1% |
| Participant deferral / active EE | $1,239 | $4,958-75.0% | $4,371-71.7% | $5,983-79.3% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |