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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 | $1,303 | $102,422-98.7% | $147,117-99.1% | $80,959-98.4% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.7%+25.4pp |
| Annual return | 13.70% | 135.16%-121.5pp | 420.54%-406.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $502 | $6,652-92.5% | $8,065-93.8% | $4,300-88.3% |
| Admin fee / account holder | $129 | $7,953-98.4% | $12,993-99.0% | $6,925-98.1% |