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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 | $11,398 | $168,626-93.2% | $133,698-91.5% | $145,897-92.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 13.61% | 1168.99%-1155.4pp | 580.90%-567.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,277 | $5,290-75.9% | $4,218-69.7% | $4,663-72.6% |
| Participant deferral / active EE | $1,802 | $8,688-79.3% | $7,016-74.3% | $6,689-73.1% |
| Admin fee / account holder | $43 | $9,638-99.6% | $6,703-99.4% | $13,390-99.7% |