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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 | $6,725 | $90,617-92.6% | $79,476-91.5% | $135,382-95.0% |
| Participation rate | 81.0% | 76.1%+4.9pp | 73.3%+7.6pp | 82.6%-1.7pp |
| Annual return | -7.27% | 977.57%-984.8pp | 718.21%-725.5pp | 519.77%-527.0pp |
| Employer contribution / active EE | $1,666 | $3,068-45.7% | $2,800-40.5% | $4,779-65.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $148 | $5,907-97.5% | $5,113-97.1% | $10,829-98.6% |