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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 | $1,808 | $92,684-98.0% | $82,706-97.8% | $134,509-98.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.70% | 945.84%-964.5pp | 701.76%-720.5pp | 418.13%-436.8pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $477 | $4,800-90.1% | $4,394-89.1% | $6,400-92.6% |
| Admin fee / account holder | $21 | $5,982-99.7% | $5,329-99.6% | $11,427-99.8% |