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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 | $12,750 | $167,362-92.4% | $143,799-91.1% | $134,532-90.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.77% | 0.47%-10.2pp | -0.04%-9.7pp | 418.27%-428.0pp |
| Employer contribution / active EE | $4,741 | $5,620-15.6% | $4,952-4.3% | $4,7410% |
| Participant deferral / active EE | $1,206 | $6,447-81.3% | $5,638-78.6% | $6,401-81.2% |
| Admin fee / account holder | $85 | $18,094-99.5% | $14,677-99.4% | $11,429-99.3% |