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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 | $7,234 | $159,978-95.5% | $147,041-95.1% | $145,978-95.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.72% | 98.36%-82.6pp | 419.21%-403.5pp | 550.52%-534.8pp |
| Employer contribution / active EE | $1,584 | $5,288-70.0% | $4,935-67.9% | $4,662-66.0% |
| Participant deferral / active EE | $1,584 | $8,429-81.2% | $8,071-80.4% | $6,690-76.3% |
| Admin fee / account holder | $32 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |