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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 | $4,956 | $107,941-95.4% | $91,994-94.6% | $152,897-96.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 51.49% | 89.28%-37.8pp | 69.04%-17.6pp | 345.43%-293.9pp |
| Employer contribution / active EE | $1,726 | $4,212-59.0% | $3,453-50.0% | $4,764-63.8% |
| Participant deferral / active EE | $1,779 | $6,366-72.1% | $5,924-70.0% | $5,851-69.6% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,599-100.0% |