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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 | $2,223 | $182,442-98.8% | $163,379-98.6% | $138,895-98.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 0.00% | 72.74%-72.7pp | 63.41%-63.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $1,214 | $4,159-70.8% | $3,752-67.7% | $4,194-71.1% |
| Participant deferral / active EE | $212 | $6,817-96.9% | $6,282-96.6% | $6,396-96.7% |
| Admin fee / account holder | $1 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |