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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 | $8,492 | $160,028-94.7% | $147,080-94.2% | $145,884-94.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.82% | 98.60%-88.8pp | 420.17%-410.3pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,136 | $5,286-78.5% | $4,933-77.0% | $4,662-75.6% |
| Participant deferral / active EE | $1,744 | $8,422-79.3% | $8,066-78.4% | $6,690-73.9% |
| Admin fee / account holder | $32 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |