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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 | $23,713 | $180,466-86.9% | $154,114-84.6% | $135,382-82.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.33% | 888.15%-895.5pp | 735.16%-742.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $14,906 | $6,035+147.0% | $5,298+181.4% | $4,779+211.9% |
| Participant deferral / active EE | $847 | $5,806-85.4% | $5,081-83.3% | $5,609-84.9% |
| Admin fee / account holder | $266 | $16,144-98.3% | $13,411-98.0% | $10,829-97.5% |