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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 | $22,994 | $150,446-84.7% | $136,297-83.1% | $147,585-84.4% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 265.32% | 1049.14%-783.8pp | 5156.19%-4890.9pp | 578.58%-313.3pp |
| Employer contribution / active EE | $10,688 | $5,256+103.3% | $4,696+127.6% | $4,876+119.2% |
| Participant deferral / active EE | $2,043 | $6,631-69.2% | $6,247-67.3% | $5,439-62.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |