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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 | $3,506 | $68,097-94.9% | $62,929-94.4% | $137,256-97.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 21.04% | 1859.11%-1838.1pp | 1063.93%-1042.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $434 | $2,811-84.6% | $2,505-82.7% | $4,156-89.6% |
| Participant deferral / active EE | $651 | $4,553-85.7% | $3,888-83.3% | $6,407-89.8% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |