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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 | $1,864 | $72,403-97.4% | $67,524-97.2% | $145,978-98.7% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 30.48% | 7197.23%-7166.7pp | 3519.41%-3488.9pp | 550.52%-520.0pp |
| Employer contribution / active EE | $444 | $3,072-85.5% | $2,734-83.8% | $4,662-90.5% |
| Participant deferral / active EE | $741 | $4,782-84.5% | $4,001-81.5% | $6,690-88.9% |
| Admin fee / account holder | $264 | $5,541-95.2% | $4,001-93.4% | $13,400-98.0% |