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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 | $9,799 | $160,028-93.9% | $147,080-93.3% | $145,884-93.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.84% | 98.60%-81.8pp | 420.17%-403.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,777 | $5,286-66.4% | $4,933-64.0% | $4,662-61.9% |
| Participant deferral / active EE | $2,385 | $8,422-71.7% | $8,066-70.4% | $6,690-64.4% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |