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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 | $1,178 | $90,614-98.7% | $76,089-98.5% | $145,877-99.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 18.49% | 623.80%-605.3pp | 360.94%-342.4pp | 551.28%-532.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $517 | $5,168-90.0% | $4,259-87.9% | $6,691-92.3% |
| Admin fee / account holder | $156 | $8,376-98.1% | $6,418-97.6% | $13,402-98.8% |