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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 | $7,608 | $157,296-95.2% | $141,191-94.6% | $152,897-95.0% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,344 | $5,262-74.5% | $4,736-71.6% | $4,764-71.8% |
| Participant deferral / active EE | $1,597 | $7,111-77.5% | $6,710-76.2% | $5,851-72.7% |
| Admin fee / account holder | $130 | $12,125-98.9% | $10,264-98.7% | $11,599-98.9% |