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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 | $5,917 | $105,158-94.4% | $94,672-93.8% | $139,487-95.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 48.92% | 38.11%+10.8pp | 156.89%-108.0pp | 373.84%-324.9pp |
| Employer contribution / active EE | $1,642 | $4,107-60.0% | $3,673-55.3% | $4,755-65.5% |
| Participant deferral / active EE | $2,173 | $7,599-71.4% | $7,417-70.7% | $6,713-67.6% |
| Admin fee / account holder | $22 | $8,972-99.8% | $7,222-99.7% | $11,407-99.8% |