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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 | $12,347 | $202,326-93.9% | $172,745-92.9% | $152,870-91.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.44% | 1029.72%-1016.3pp | 802.90%-789.5pp | 345.34%-331.9pp |
| Employer contribution / active EE | $3,243 | $5,858-44.6% | $5,144-37.0% | $4,763-31.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $234 | $17,110-98.6% | $13,954-98.3% | $11,597-98.0% |