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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 | $8,480 | $102,429-91.7% | $147,096-94.2% | $80,925-89.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 0.00% | 135.02%-135.0pp | 419.75%-419.7pp | 35.65%-35.6pp |
| Employer contribution / active EE | $1,712 | $3,716-53.9% | $4,936-65.3% | $2,756-37.9% |
| Participant deferral / active EE | $1,387 | $6,649-79.1% | $8,071-82.8% | $4,299-67.7% |
| Admin fee / account holder | $213 | $7,957-97.3% | $13,005-98.4% | $6,940-96.9% |