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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 | $10,732 | $160,070-93.3% | $147,117-92.7% | $145,897-92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.40% | 98.69%-87.3pp | 420.54%-409.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,803 | $5,285-65.9% | $4,932-63.4% | $4,663-61.3% |
| Participant deferral / active EE | $2,131 | $8,419-74.7% | $8,065-73.6% | $6,689-68.1% |
| Admin fee / account holder | $8 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |