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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 | $18,580 | $180,459-89.7% | $154,108-87.9% | $135,380-86.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.97% | 888.21%-887.2pp | 735.21%-734.2pp | 519.81%-518.8pp |
| Employer contribution / active EE | $4,500 | $6,035-25.4% | $5,298-15.1% | $4,779-5.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $84 | $16,145-99.5% | $13,411-99.4% | $10,828-99.2% |