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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 | $9,282 | $160,028-94.2% | $147,080-93.7% | $145,884-93.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $4,529 | $5,286-14.3% | $4,933-8.2% | $4,662-2.9% |
| Participant deferral / active EE | $453 | $8,422-94.6% | $8,066-94.4% | $6,690-93.2% |
| Admin fee / account holder | $58 | $15,030-99.6% | $12,989-99.6% | $13,392-99.6% |