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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 | $12,803 | $102,422-87.5% | $147,117-91.3% | $80,959-84.2% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 15.29% | 135.16%-119.9pp | 420.54%-405.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,216 | $3,717-67.3% | $4,932-75.3% | $2,757-55.9% |
| Participant deferral / active EE | $1,911 | $6,652-71.3% | $8,065-76.3% | $4,300-55.6% |
| Admin fee / account holder | $212 | $7,953-97.3% | $12,993-98.4% | $6,925-96.9% |