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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 | $27,215 | $168,635-83.9% | $147,617-81.6% | $125,389-78.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.67% | 77.65%-79.3pp | 61.98%-63.6pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,289 | $6,252-79.4% | $5,564-76.8% | $4,866-73.5% |
| Participant deferral / active EE | $654 | $5,507-88.1% | $4,895-86.6% | $5,352-87.8% |
| Admin fee / account holder | $106 | $13,580-99.2% | $11,612-99.1% | $9,541-98.9% |