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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 | $9,547 | $68,398-86.0% | $94,664-89.9% | $75,173-87.3% |
| Participation rate | 97.9% | 76.1%+21.8pp | 80.8%+17.1pp | 67.2%+30.7pp |
| Annual return | 31.90% | 616.72%-584.8pp | 156.84%-124.9pp | 160.72%-128.8pp |
| Employer contribution / active EE | $1,682 | $2,701-37.7% | $3,673-54.2% | $2,671-37.0% |
| Participant deferral / active EE | $2,741 | $6,537-58.1% | $7,417-63.0% | $4,126-33.6% |
| Admin fee / account holder | $45 | $5,324-99.2% | $7,222-99.4% | $5,651-99.2% |