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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 | $1,110 | $106,008-99.0% | $92,240-98.8% | $147,586-99.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.17% | 50.05%-25.9pp | 176.29%-152.1pp | 578.59%-554.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $652 | $4,478-85.4% | $3,897-83.3% | $5,439-88.0% |
| Admin fee / account holder | $77 | $6,333-98.8% | $5,194-98.5% | $10,886-99.3% |