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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 | $19,643 | $150,447-86.9% | $136,298-85.6% | $147,586-86.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 27.86% | 1049.15%-1021.3pp | 5156.27%-5128.4pp | 578.59%-550.7pp |
| Employer contribution / active EE | $3,403 | $5,256-35.3% | $4,696-27.5% | $4,876-30.2% |
| Participant deferral / active EE | $887 | $6,631-86.6% | $6,247-85.8% | $5,439-83.7% |
| Admin fee / account holder | $61 | $10,906-99.4% | $9,244-99.3% | $10,886-99.4% |