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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 | $7,343 | $111,814-93.4% | $103,378-92.9% | $145,978-95.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 102.49% | 24.80%+77.7pp | 24.91%+77.6pp | 550.52%-448.0pp |
| Employer contribution / active EE | $1,261 | $4,215-70.1% | $3,870-67.4% | $4,662-73.0% |
| Participant deferral / active EE | $1,431 | $5,618-74.5% | $5,058-71.7% | $6,690-78.6% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |