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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 | $1,800 | $104,694-98.3% | $85,709-97.9% | $167,536-98.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $831 | $3,337-75.1% | $2,619-68.3% | $4,839-82.8% |
| Participant deferral / active EE | $928 | $4,826-80.8% | $3,924-76.4% | $6,342-85.4% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |