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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 | $19,553 | $209,847-90.7% | $189,520-89.7% | $167,518-88.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.45%-748.4pp | 555.25%-555.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $2,450 | $6,913-64.6% | $6,161-60.2% | $4,838-49.4% |
| Participant deferral / active EE | $2,450 | $8,934-72.6% | $8,220-70.2% | $6,342-61.4% |
| Admin fee / account holder | $48 | $14,295-99.7% | $12,046-99.6% | $12,312-99.6% |