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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 | $21,051 | $105,200-80.0% | $159,474-86.8% | $85,847-75.5% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.8%+7.3pp | 69.3%+20.8pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.68%-263.7pp | 318.61%-318.6pp |
| Employer contribution / active EE | $962 | $3,319-71.0% | $4,831-80.1% | $2,565-62.5% |
| Participant deferral / active EE | $2,168 | $5,946-63.5% | $7,353-70.5% | $3,952-45.1% |
| Admin fee / account holder | $10 | $6,934-99.9% | $10,802-99.9% | $6,261-99.8% |