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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 | $7,529 | $185,883-95.9% | $170,043-95.6% | $139,466-94.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.56% | 60.54%-32.0pp | 53.40%-24.8pp | 373.66%-345.1pp |
| Employer contribution / active EE | $1,661 | $7,596-78.1% | $6,790-75.5% | $4,754-65.1% |
| Participant deferral / active EE | $2,354 | $11,626-79.7% | $10,410-77.4% | $6,712-64.9% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |