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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 | $11,743 | $138,078-91.5% | $125,363-90.6% | $134,509-91.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.79% | 750.49%-768.3pp | 572.15%-589.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $1,926 | $5,245-63.3% | $4,815-60.0% | $4,741-59.4% |
| Participant deferral / active EE | $1,926 | $7,800-75.3% | $7,447-74.1% | $6,400-69.9% |
| Admin fee / account holder | $49 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |