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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 | $12,786 | $176,120-92.7% | $159,487-92.0% | $167,553-92.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.95%-331.9pp | 263.71%-263.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,328 | $5,299-74.9% | $4,831-72.5% | $4,840-72.6% |
| Participant deferral / active EE | $1,562 | $7,752-79.9% | $7,354-78.8% | $6,343-75.4% |
| Admin fee / account holder | $90 | $12,561-99.3% | $10,804-99.2% | $12,316-99.3% |