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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 | $161,009 | $326,582-50.7% | $319,634-49.6% | $254,173-36.7% |
| Participation rate | 100.0% | 34.7%+65.3pp | 27.6%+72.4pp | 43.0%+57.0pp |
| Annual return | 30.49% | 204.13%-173.6pp | 175.18%-144.7pp | 259.17%-228.7pp |
| Employer contribution / active EE | $70,849 | $43,384+63.3% | $38,590+83.6% | $41,471+70.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,517-100.0% | $3,298-100.0% | $21,502-100.0% |