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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 | $4,719 | $165,381-97.1% | $149,730-96.8% | $158,966-97.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,477 | $5,104-51.5% | $4,645-46.7% | $4,762-48.0% |
| Participant deferral / active EE | $1,608 | $7,182-77.6% | $6,843-76.5% | $5,983-73.1% |
| Admin fee / account holder | $17 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |