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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 | $8,397 | $96,123-91.3% | $77,361-89.1% | $198,609-95.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 7.96% | 2054.81%-2046.8pp | 1011.54%-1003.6pp | 202.70%-194.7pp |
| Employer contribution / active EE | $1,304 | $3,791-65.6% | $2,990-56.4% | $5,055-74.2% |
| Participant deferral / active EE | $222 | $4,975-95.5% | $3,911-94.3% | $6,977-96.8% |
| Admin fee / account holder | $77 | $9,471-99.2% | $5,894-98.7% | $19,030-99.6% |