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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 | $1,638 | $49,896-96.7% | $80,627-98.0% | $75,173-97.8% |
| Participation rate | 88.9% | 55.3%+33.6pp | 67.0%+21.9pp | 67.2%+21.7pp |
| Annual return | 21.64% | 34.67%-13.0pp | 936.76%-915.1pp | 160.72%-139.1pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $715 | $2,992-76.1% | $4,443-83.9% | $4,126-82.7% |
| Admin fee / account holder | $188 | $3,578-94.7% | $5,381-96.5% | $5,651-96.7% |