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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 | $8,835 | $125,237-92.9% | $105,608-91.6% | $145,877-93.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.03% | 225.76%-209.7pp | 116.50%-100.5pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,081 | $3,720-70.9% | $3,167-65.9% | $4,663-76.8% |
| Participant deferral / active EE | $1,081 | $5,711-81.1% | $5,010-78.4% | $6,691-83.8% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |