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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 | $22,083 | $209,425-89.5% | $178,499-87.6% | $158,966-86.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 37.97% | 188.80%-150.8pp | 151.10%-113.1pp | 302.95%-265.0pp |
| Employer contribution / active EE | $25,199 | $5,707+341.5% | $5,011+402.9% | $4,762+429.1% |
| Participant deferral / active EE | $1,475 | $5,955-75.2% | $5,202-71.6% | $5,983-75.3% |
| Admin fee / account holder | $69 | $17,078-99.6% | $13,986-99.5% | $11,250-99.4% |