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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 | $6,220 | $138,102-95.5% | $125,381-95.0% | $134,532-95.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,485 | $5,245-71.7% | $4,815-69.2% | $4,741-68.7% |
| Participant deferral / active EE | $2,193 | $7,801-71.9% | $7,448-70.6% | $6,401-65.7% |
| Admin fee / account holder | $207 | $11,568-98.2% | $10,007-97.9% | $11,429-98.2% |