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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 | $9,348 | $138,102-93.2% | $125,381-92.5% | $134,532-93.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.82% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,255 | $5,245-76.1% | $4,815-73.9% | $4,741-73.5% |
| Participant deferral / active EE | $1,975 | $7,801-74.7% | $7,448-73.5% | $6,401-69.1% |
| Admin fee / account holder | $54 | $11,568-99.5% | $10,007-99.5% | $11,429-99.5% |