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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 | $10,010 | $60,128-83.4% | $90,440-88.9% | $79,852-87.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.76% | 71.95%-52.2pp | 1294.38%-1274.6pp | 31.72%-12.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $566 | $2,939-80.8% | $3,964-85.7% | $3,740-84.9% |
| Admin fee / account holder | $77 | $3,977-98.1% | $5,615-98.6% | $5,306-98.5% |