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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 | $6,222 | $60,128-89.7% | $90,440-93.1% | $79,852-92.2% |
| Participation rate | 95.8% | 65.0%+30.8pp | 72.7%+23.1pp | 69.6%+26.2pp |
| Annual return | 20.38% | 71.95%-51.6pp | 1294.38%-1274.0pp | 31.72%-11.3pp |
| Employer contribution / active EE | $406 | $2,068-80.3% | $3,263-87.5% | $2,471-83.6% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $166 | $3,977-95.8% | $5,615-97.0% | $5,306-96.9% |