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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 | $11,063 | $138,114-92.0% | $125,391-91.2% | $134,545-91.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.23% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $1,969 | $5,246-62.5% | $4,816-59.1% | $4,742-58.5% |
| Participant deferral / active EE | $1,023 | $7,801-86.9% | $7,448-86.3% | $6,401-84.0% |
| Admin fee / account holder | $51 | $11,570-99.6% | $10,009-99.5% | $11,431-99.6% |