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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 | $3,496 | $114,093-96.9% | $96,171-96.4% | $167,536-97.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 0.00% | 190.00%-190.0pp | 192.04%-192.0pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,852 | $3,429-46.0% | $2,799-33.8% | $4,839-61.7% |
| Participant deferral / active EE | $820 | $5,197-84.2% | $4,350-81.1% | $6,342-87.1% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |