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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 | $8,590 | $97,732-91.2% | $83,831-89.8% | $135,380-93.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.71% | 1287.56%-1292.3pp | 850.99%-855.7pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,645 | $4,222-37.4% | $3,631-27.2% | $4,779-44.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $47 | $6,675-99.3% | $5,479-99.1% | $10,828-99.6% |