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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 | $5,318 | $209,425-97.5% | $178,499-97.0% | $158,966-96.7% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 0.00% | 188.80%-188.8pp | 151.10%-151.1pp | 302.95%-302.9pp |
| Employer contribution / active EE | $3,752 | $5,707-34.3% | $5,011-25.1% | $4,762-21.2% |
| Participant deferral / active EE | $1,300 | $5,955-78.2% | $5,202-75.0% | $5,983-78.3% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |