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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 | $4,017 | $84,685-95.3% | $73,836-94.6% | $125,389-96.8% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.4%+18.2pp | 83.2%+8.5pp |
| Annual return | -0.71% | 3123.80%-3124.5pp | 2268.06%-2268.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $511 | $3,993-87.2% | $3,583-85.7% | $5,352-90.5% |
| Admin fee / account holder | $54 | $5,694-99.1% | $4,882-98.9% | $9,541-99.4% |