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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 | $2,711 | $175,257-98.5% | $149,717-98.2% | $139,456-98.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 65.84% | 166.70%-100.9pp | 134.41%-68.6pp | 373.45%-307.6pp |
| Employer contribution / active EE | $1,210 | $5,477-77.9% | $4,820-74.9% | $4,753-74.5% |
| Participant deferral / active EE | $1,710 | $6,521-73.8% | $5,682-69.9% | $6,711-74.5% |
| Admin fee / account holder | $5 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |