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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 | $8,046 | $102,385-92.1% | $147,080-94.5% | $80,935-90.1% |
| Participation rate | 96.9% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 14.39% | 135.09%-120.7pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,661 | $3,717-55.3% | $4,933-66.3% | $2,757-39.8% |
| Participant deferral / active EE | $1,885 | $6,651-71.7% | $8,066-76.6% | $4,299-56.2% |
| Admin fee / account holder | $236 | $7,951-97.0% | $12,989-98.2% | $6,924-96.6% |