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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 | $7,726 | $99,647-92.2% | $86,439-91.1% | $134,509-94.3% |
| Participation rate | 82.6% | 82.1%+0.6pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | 0.00% | 6784.13%-6784.1pp | 4395.55%-4395.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $287 | $7,246-96.0% | $6,952-95.9% | $6,400-95.5% |
| Admin fee / account holder | $44 | $8,373-99.5% | $6,732-99.3% | $11,427-99.6% |