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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 | $9,123 | $100,938-91.0% | $90,461-89.9% | $158,982-94.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.77% | 1727.20%-1710.4pp | 1294.76%-1278.0pp | 302.99%-286.2pp |
| Employer contribution / active EE | $2,005 | $3,691-45.7% | $3,264-38.6% | $4,763-57.9% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $200 | $6,510-96.9% | $5,617-96.4% | $11,252-98.2% |