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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 | $4,561 | $176,105-97.4% | $159,474-97.1% | $167,536-97.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,566 | $5,299-70.5% | $4,831-67.6% | $4,839-67.6% |
| Participant deferral / active EE | $2,541 | $7,751-67.2% | $7,353-65.4% | $6,342-59.9% |
| Admin fee / account holder | $22 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |