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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 | $15,471 | $103,393-85.0% | $87,103-82.2% | $152,909-89.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.44% | 28.10%-4.7pp | 28.19%-4.8pp | 345.46%-322.0pp |
| Employer contribution / active EE | $1,048 | $3,221-67.5% | $2,521-58.4% | $4,764-78.0% |
| Participant deferral / active EE | $1,066 | $4,778-77.7% | $4,049-73.7% | $5,851-81.8% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |