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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 | $13,743 | $183,988-92.5% | $162,177-91.5% | $152,897-91.0% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 21.24% | 150.79%-129.6pp | 115.60%-94.4pp | 345.43%-324.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,835 | $8,032-64.7% | $7,297-61.1% | $5,851-51.5% |
| Admin fee / account holder | $47 | $13,123-99.6% | $10,843-99.6% | $11,599-99.6% |