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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 | $30,870 | $202,342-84.7% | $172,753-82.1% | $152,909-79.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.23% | 1029.88%-1012.6pp | 803.00%-785.8pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,316 | $5,857-77.5% | $5,144-74.4% | $4,764-72.4% |
| Participant deferral / active EE | $1,222 | $5,948-79.5% | $5,198-76.5% | $5,851-79.1% |
| Admin fee / account holder | $85 | $17,112-99.5% | $13,956-99.4% | $11,601-99.3% |