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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 | $5,724 | $148,582-96.1% | $135,942-95.8% | $139,456-95.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.58% | 79.26%-51.7pp | 68.28%-40.7pp | 373.45%-345.9pp |
| Employer contribution / active EE | $1,008 | $5,245-80.8% | $4,858-79.2% | $4,753-78.8% |
| Participant deferral / active EE | $2,012 | $8,101-75.2% | $7,759-74.1% | $6,711-70.0% |
| Admin fee / account holder | $18 | $12,402-99.9% | $10,764-99.8% | $11,407-99.8% |