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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 | $6,026 | $91,559-93.4% | $133,978-95.5% | $79,856-92.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.42% | 61.85%-47.4pp | 45.10%-30.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7 | $3,734-99.8% | $5,047-99.9% | $3,741-99.8% |
| Admin fee / account holder | $118 | $6,321-98.1% | $8,930-98.7% | $5,306-97.8% |