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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 | $6,350 | $209,425-97.0% | $178,499-96.4% | $158,966-96.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.93% | 188.80%-160.9pp | 151.10%-123.2pp | 302.95%-275.0pp |
| Employer contribution / active EE | $1,403 | $5,707-75.4% | $5,011-72.0% | $4,762-70.5% |
| Participant deferral / active EE | $1,478 | $5,955-75.2% | $5,202-71.6% | $5,983-75.3% |
| Admin fee / account holder | $38 | $17,078-99.8% | $13,986-99.7% | $11,250-99.7% |