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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 | $1,665 | $102,638-98.4% | $81,982-98.0% | $158,982-99.0% |
| Participation rate | 86.7% | 75.5%+11.1pp | 69.3%+17.4pp | 82.0%+4.7pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.99%-303.0pp |
| Employer contribution / active EE | $595 | $3,241-81.6% | $2,498-76.2% | $4,763-87.5% |
| Participant deferral / active EE | $750 | $4,649-83.9% | $3,722-79.9% | $5,983-87.5% |
| Admin fee / account holder | $16 | $8,237-99.8% | $5,665-99.7% | $11,252-99.9% |