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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 | $12,605 | $138,102-90.9% | $125,381-89.9% | $134,532-90.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.30% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $1,342 | $5,245-74.4% | $4,815-72.1% | $4,741-71.7% |
| Participant deferral / active EE | $2,433 | $7,801-68.8% | $7,448-67.3% | $6,401-62.0% |
| Admin fee / account holder | $156 | $11,568-98.6% | $10,007-98.4% | $11,429-98.6% |