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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 | $3,254 | $99,644-96.7% | $86,438-96.2% | $134,532-97.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $961 | $4,402-78.2% | $3,769-74.5% | $4,741-79.7% |
| Participant deferral / active EE | $1,825 | $7,247-74.8% | $6,952-73.8% | $6,401-71.5% |
| Admin fee / account holder | $1 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |