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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 | $8,179 | $150,412-94.6% | $120,574-93.2% | $145,884-94.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.69% | 154.50%-139.8pp | 107.42%-92.7pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,404 | $4,355-67.8% | $3,471-59.5% | $4,662-69.9% |
| Participant deferral / active EE | $1,404 | $6,175-77.3% | $4,996-71.9% | $6,690-79.0% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |