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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 | $14,293 | $160,070-91.1% | $147,117-90.3% | $145,897-90.2% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 82.47% | 98.69%-16.2pp | 420.54%-338.1pp | 552.29%-469.8pp |
| Employer contribution / active EE | $1,424 | $5,285-73.0% | $4,932-71.1% | $4,663-69.5% |
| Participant deferral / active EE | $2,195 | $8,419-73.9% | $8,065-72.8% | $6,689-67.2% |
| Admin fee / account holder | $252 | $15,035-98.3% | $12,993-98.1% | $13,390-98.1% |