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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 | $8,594 | $83,337-89.7% | $67,834-87.3% | $273,972-96.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $722 | $3,287-78.0% | $2,403-70.0% | $4,869-85.2% |
| Participant deferral / active EE | $185 | $4,088-95.5% | $3,160-94.1% | $5,287-96.5% |
| Admin fee / account holder | $121 | $6,752-98.2% | $4,622-97.4% | $10,133-98.8% |