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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 | $12,133 | $160,040-92.4% | $147,096-91.8% | $145,877-91.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.23% | 98.49%-83.3pp | 419.75%-404.5pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,335 | $5,289-74.8% | $4,936-73.0% | $4,663-71.4% |
| Participant deferral / active EE | $1,935 | $8,429-77.0% | $8,071-76.0% | $6,691-71.1% |
| Admin fee / account holder | $119 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |