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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 | $1,107 | $88,778-98.8% | $81,844-98.6% | $145,884-99.2% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 0.00% | 1033.03%-1033.0pp | 778.87%-778.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $452 | $3,087-85.4% | $2,916-84.5% | $4,662-90.3% |
| Participant deferral / active EE | $614 | $4,648-86.8% | $4,323-85.8% | $6,690-90.8% |
| Admin fee / account holder | $49 | $8,430-99.4% | $7,355-99.3% | $13,392-99.6% |