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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 | $9,087 | $102,385-91.1% | $147,080-93.8% | $80,935-88.8% |
| Participation rate | 77.4% | 75.9%+1.6pp | 82.2%-4.8pp | 67.7%+9.8pp |
| Annual return | 16.56% | 135.09%-118.5pp | 420.17%-403.6pp | 35.66%-19.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,177 | $6,651-67.3% | $8,066-73.0% | $4,299-49.4% |
| Admin fee / account holder | $154 | $7,951-98.1% | $12,989-98.8% | $6,924-97.8% |