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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 | $7,202 | $138,078-94.8% | $125,363-94.3% | $134,509-94.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.07% | 750.49%-763.6pp | 572.15%-585.2pp | 418.13%-431.2pp |
| Employer contribution / active EE | $1,789 | $5,245-65.9% | $4,815-62.8% | $4,741-62.3% |
| Participant deferral / active EE | $1,789 | $7,800-77.1% | $7,447-76.0% | $6,400-72.0% |
| Admin fee / account holder | $23 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |