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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 | $20,893 | $180,459-88.4% | $154,108-86.4% | $135,380-84.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.53% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,269 | $6,035-62.4% | $5,298-57.2% | $4,779-52.5% |
| Participant deferral / active EE | $1,442 | $5,806-75.2% | $5,081-71.6% | $5,609-74.3% |
| Admin fee / account holder | $134 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |