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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 | $10,856 | $138,114-92.1% | $125,391-91.3% | $134,545-91.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.54% | 750.88%-766.4pp | 572.41%-587.9pp | 418.37%-433.9pp |
| Employer contribution / active EE | $1,805 | $5,246-65.6% | $4,816-62.5% | $4,742-61.9% |
| Participant deferral / active EE | $1,967 | $7,801-74.8% | $7,448-73.6% | $6,401-69.3% |
| Admin fee / account holder | $184 | $11,570-98.4% | $10,009-98.2% | $11,431-98.4% |