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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 | $4,564 | $73,421-93.8% | $66,439-93.1% | $155,188-97.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 21.05% | 1382.37%-1361.3pp | 757.66%-736.6pp | 148.84%-127.8pp |
| Employer contribution / active EE | $1,034 | $3,039-66.0% | $2,637-60.8% | $4,248-75.7% |
| Participant deferral / active EE | $136 | $4,680-97.1% | $3,876-96.5% | $6,531-97.9% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |