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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 | $4,546 | $185,883-97.6% | $170,043-97.3% | $139,466-96.7% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 0.00% | 60.54%-60.5pp | 53.40%-53.4pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,782 | $7,596-76.5% | $6,790-73.8% | $4,754-62.5% |
| Participant deferral / active EE | $2,541 | $11,626-78.1% | $10,410-75.6% | $6,712-62.1% |
| Admin fee / account holder | $135 | $15,393-99.1% | $12,824-98.9% | $11,409-98.8% |