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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 | $202,342-93.9% | $172,753-92.9% | $152,909-91.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.44% | 1029.88%-1016.4pp | 803.00%-789.6pp | 345.46%-332.0pp |
| Employer contribution / active EE | $3,243 | $5,857-44.6% | $5,144-37.0% | $4,764-31.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $234 | $17,112-98.6% | $13,956-98.3% | $11,601-98.0% |