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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 | $4,978 | $112,933-95.6% | $90,970-94.5% | $158,982-96.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 32.15% | 215.82%-183.7pp | 134.60%-102.4pp | 302.99%-270.8pp |
| Employer contribution / active EE | $1,529 | $2,893-47.1% | $2,122-27.9% | $4,763-67.9% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $46 | $8,047-99.4% | $5,961-99.2% | $11,252-99.6% |