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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 | $21,543 | $209,428-89.7% | $178,498-87.9% | $158,950-86.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.55% | 188.78%-163.2pp | 151.09%-125.5pp | 302.91%-277.4pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,066 | $5,955-82.1% | $5,202-79.5% | $5,983-82.2% |
| Admin fee / account holder | $246 | $17,077-98.6% | $13,985-98.2% | $11,248-97.8% |