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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 | $12,333 | $78,694-84.3% | $67,652-81.8% | $125,389-90.2% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -0.42% | 9.46%-9.9pp | 6625.40%-6625.8pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,203 | $4,292-72.0% | $3,560-66.2% | $5,352-77.5% |
| Admin fee / account holder | $13 | $7,403-99.8% | $4,821-99.7% | $9,541-99.9% |