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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 | $708 | $49,164-98.6% | $121,169-99.4% | $75,181-99.1% |
| Participation rate | 87.5% | 55.4%+32.1pp | 69.5%+18.0pp | 67.2%+20.3pp |
| Annual return | 0.00% | 56.03%-56.0pp | 986.71%-986.7pp | 160.69%-160.7pp |
| Employer contribution / active EE | $339 | $1,546-78.1% | $4,168-91.9% | $2,671-87.3% |
| Participant deferral / active EE | $409 | $2,628-84.4% | $4,083-90.0% | $4,126-90.1% |
| Admin fee / account holder | $24 | $3,942-99.4% | $5,645-99.6% | $5,650-99.6% |