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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 | $19,603 | $144,130-86.4% | $117,861-83.4% | $147,586-86.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.15% | 531.20%-513.0pp | 335.11%-317.0pp | 578.59%-560.4pp |
| Employer contribution / active EE | $1,198 | $4,897-75.5% | $3,786-68.4% | $4,876-75.4% |
| Participant deferral / active EE | $756 | $5,316-85.8% | $4,482-83.1% | $5,439-86.1% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |