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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 | $13,005 | $176,105-92.6% | $159,474-91.8% | $167,536-92.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.41% | 331.91%-315.5pp | 263.68%-247.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $2,008 | $5,299-62.1% | $4,831-58.4% | $4,839-58.5% |
| Participant deferral / active EE | $2,345 | $7,751-69.7% | $7,353-68.1% | $6,342-63.0% |
| Admin fee / account holder | $56 | $12,559-99.6% | $10,802-99.5% | $12,315-99.5% |