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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 | $3,782 | $159,978-97.6% | $147,041-97.4% | $145,978-97.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.74% | 98.36%-70.6pp | 419.21%-391.5pp | 550.52%-522.8pp |
| Employer contribution / active EE | $1,458 | $5,288-72.4% | $4,935-70.5% | $4,662-68.7% |
| Participant deferral / active EE | $1,901 | $8,429-77.5% | $8,071-76.5% | $6,690-71.6% |
| Admin fee / account holder | $41 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |