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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 | $1,655 | $118,877-98.6% | $96,570-98.3% | $167,536-99.0% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 25.16% | 50.50%-25.3pp | 37.79%-12.6pp | 478.82%-453.7pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,074 | $4,617-76.7% | $3,849-72.1% | $6,342-83.1% |
| Admin fee / account holder | $159 | $8,069-98.0% | $6,182-97.4% | $12,315-98.7% |