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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 | $14,671 | $160,070-90.8% | $147,117-90.0% | $145,897-89.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.11% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,206 | $5,285-77.2% | $4,932-75.6% | $4,663-74.1% |
| Participant deferral / active EE | $2,077 | $8,419-75.3% | $8,065-74.2% | $6,689-68.9% |
| Admin fee / account holder | $151 | $15,035-99.0% | $12,993-98.8% | $13,390-98.9% |