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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 | $6,008 | $102,385-94.1% | $147,080-95.9% | $80,935-92.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 32.74% | 135.09%-102.3pp | 420.17%-387.4pp | 35.66%-2.9pp |
| Employer contribution / active EE | $1,824 | $3,717-50.9% | $4,933-63.0% | $2,757-33.9% |
| Participant deferral / active EE | $1,722 | $6,651-74.1% | $8,066-78.7% | $4,299-60.0% |
| Admin fee / account holder | $127 | $7,951-98.4% | $12,989-99.0% | $6,924-98.2% |