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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 | $7,255 | $109,905-93.4% | $98,506-92.6% | $167,553-95.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 15.55% | 1960.20%-1944.7pp | 1494.92%-1479.4pp | 478.89%-463.3pp |
| Employer contribution / active EE | $496 | $3,226-84.6% | $2,961-83.3% | $4,840-89.8% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $36 | $6,760-99.5% | $5,955-99.4% | $12,316-99.7% |