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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 | $16,986 | $160,059-89.4% | $140,019-87.9% | $135,380-87.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -7.21% | 911.48%-918.7pp | 651.17%-658.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,502 | $6,420-76.6% | $5,605-73.2% | $4,779-68.6% |
| Participant deferral / active EE | $2,117 | $7,641-72.3% | $6,927-69.4% | $5,609-62.3% |
| Admin fee / account holder | $19 | $13,328-99.9% | $10,705-99.8% | $10,828-99.8% |