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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 | $5,605 | $157,304-96.4% | $141,197-96.0% | $152,909-96.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 0.00% | 64.34%-64.3pp | 71.41%-71.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,562 | $5,263-70.3% | $4,736-67.0% | $4,764-67.2% |
| Participant deferral / active EE | $2,277 | $7,111-68.0% | $6,710-66.1% | $5,851-61.1% |
| Admin fee / account holder | $18 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |