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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 | $8,765 | $102,382-91.4% | $147,005-94.0% | $80,874-89.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.92% | 134.89%-121.0pp | 418.76%-404.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,420 | $3,715-61.8% | $4,934-71.2% | $2,756-48.5% |
| Participant deferral / active EE | $2,447 | $6,646-63.2% | $8,070-69.7% | $4,297-43.1% |
| Admin fee / account holder | $87 | $7,942-98.9% | $13,006-99.3% | $6,935-98.8% |