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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 | $17,760 | $176,077-89.9% | $159,455-88.9% | $167,518-89.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.25% | 331.83%-317.6pp | 263.63%-249.4pp | 478.71%-464.5pp |
| Employer contribution / active EE | $1,585 | $5,298-70.1% | $4,830-67.2% | $4,838-67.2% |
| Participant deferral / active EE | $2,234 | $7,751-71.2% | $7,353-69.6% | $6,342-64.8% |
| Admin fee / account holder | $68 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |