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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 | $16,612 | $183,988-91.0% | $162,177-89.8% | $152,897-89.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.35% | 150.79%-129.4pp | 115.60%-94.3pp | 345.43%-324.1pp |
| Employer contribution / active EE | $1,672 | $6,370-73.8% | $5,613-70.2% | $4,764-64.9% |
| Participant deferral / active EE | $1,672 | $8,032-79.2% | $7,297-77.1% | $5,851-71.4% |
| Admin fee / account holder | $18 | $13,123-99.9% | $10,843-99.8% | $11,599-99.8% |