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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 | $11,365 | $115,796-90.2% | $101,264-88.8% | $158,950-92.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.27% | 56.15%-36.9pp | 46.48%-27.2pp | 302.91%-283.6pp |
| Employer contribution / active EE | $1,227 | $4,175-70.6% | $3,660-66.5% | $4,762-74.2% |
| Participant deferral / active EE | $1,291 | $4,958-74.0% | $4,370-70.5% | $5,983-78.4% |
| Admin fee / account holder | $38 | $7,247-99.5% | $5,947-99.4% | $11,248-99.7% |