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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 | $3,761 | $75,962-95.0% | $154,108-97.6% | $64,173-94.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 401.55% | 30.32%+371.2pp | 735.21%-333.7pp | 7.63%+393.9pp |
| Employer contribution / active EE | $536 | $3,350-84.0% | $5,298-89.9% | $2,381-77.5% |
| Participant deferral / active EE | $285 | $3,175-91.0% | $5,081-94.4% | $3,470-91.8% |
| Admin fee / account holder | $28 | $5,589-99.5% | $13,411-99.8% | $4,887-99.4% |