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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 | $1,675 | $75,832-97.8% | $147,617-98.9% | $59,633-97.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.54% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $631 | $3,485-81.9% | $5,564-88.7% | $2,203-71.4% |
| Participant deferral / active EE | $344 | $3,131-89.0% | $4,895-93.0% | $3,192-89.2% |
| Admin fee / account holder | $217 | $5,986-96.4% | $11,612-98.1% | $4,297-95.0% |