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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 | $95,715 | $263,436-63.7% | $305,030-68.6% | $254,173-62.3% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | 21.74% | 288.76%-267.0pp | 380.66%-358.9pp | 259.17%-237.4pp |
| Employer contribution / active EE | $53,156 | $47,316+12.3% | $45,083+17.9% | $41,471+28.2% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $249 | $13,313-98.1% | $12,800-98.1% | $21,502-98.8% |