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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 | $7,975 | $111,878-92.9% | $93,727-91.5% | $145,897-94.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 22.37% | 204.28%-181.9pp | 133.83%-111.5pp | 552.29%-529.9pp |
| Employer contribution / active EE | $2,781 | $3,092-10.1% | $2,421+14.8% | $4,663-40.4% |
| Participant deferral / active EE | $260 | $4,920-94.7% | $4,417-94.1% | $6,689-96.1% |
| Admin fee / account holder | $52 | $10,256-99.5% | $8,292-99.4% | $13,390-99.6% |