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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 | $15,949 | $209,428-92.4% | $178,498-91.1% | $158,950-90.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.49% | 188.78%-174.3pp | 151.09%-136.6pp | 302.91%-288.4pp |
| Employer contribution / active EE | $1,427 | $5,707-75.0% | $5,011-71.5% | $4,762-70.0% |
| Participant deferral / active EE | $1,342 | $5,955-77.5% | $5,202-74.2% | $5,983-77.6% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |