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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 | $8,604 | $160,070-94.6% | $147,117-94.2% | $145,897-94.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.93% | 98.69%-83.8pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,061 | $5,285-61.0% | $4,932-58.2% | $4,663-55.8% |
| Participant deferral / active EE | $2,151 | $8,419-74.4% | $8,065-73.3% | $6,689-67.8% |
| Admin fee / account holder | $55 | $15,035-99.6% | $12,993-99.6% | $13,390-99.6% |