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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 | $192,037 | $224,072-14.3% | $220,428-12.9% | $254,173-24.4% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | 7.94% | 99.74%-91.8pp | 90.61%-82.7pp | 259.17%-251.2pp |
| Employer contribution / active EE | $28,333 | $35,080-19.2% | $32,730-13.4% | $41,471-31.7% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,502-100.0% |