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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 | $19,288 | $112,131-82.8% | $95,964-79.9% | $158,982-87.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.31% | 171.19%-153.9pp | 91.64%-74.3pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,264 | $3,199-60.5% | $2,541-50.3% | $4,763-73.5% |
| Participant deferral / active EE | $1,298 | $4,784-72.9% | $4,167-68.9% | $5,983-78.3% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |