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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 | $8,099 | $102,385-92.1% | $147,080-94.5% | $80,935-90.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.95% | 135.09%-122.1pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,333 | $3,717-64.1% | $4,933-73.0% | $2,757-51.6% |
| Participant deferral / active EE | $2,342 | $6,651-64.8% | $8,066-71.0% | $4,299-45.5% |
| Admin fee / account holder | $199 | $7,951-97.5% | $12,989-98.5% | $6,924-97.1% |