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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 | $4,617 | $111,878-95.9% | $93,727-95.1% | $145,897-96.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 13.21% | 204.28%-191.1pp | 133.83%-120.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $955 | $4,920-80.6% | $4,417-78.4% | $6,689-85.7% |
| Admin fee / account holder | $82 | $10,256-99.2% | $8,292-99.0% | $13,390-99.4% |