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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 | $4,599 | $152,612-97.0% | $125,192-96.3% | $152,897-97.0% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.5%-9.7pp |
| Annual return | 0.00% | 54.85%-54.8pp | 43.79%-43.8pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,408 | $4,947-71.5% | $3,866-63.6% | $4,764-70.4% |
| Participant deferral / active EE | $1,736 | $5,868-70.4% | $4,937-64.8% | $5,851-70.3% |
| Admin fee / account holder | $22 | $13,437-99.8% | $9,704-99.8% | $11,599-99.8% |