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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 | $1,334 | $106,247-98.7% | $96,515-98.6% | $139,466-99.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 63.05% | 38.47%+24.6pp | 35.73%+27.3pp | 373.66%-310.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,035 | $5,456-81.0% | $4,880-78.8% | $6,712-84.6% |
| Admin fee / account holder | $86 | $7,885-98.9% | $6,735-98.7% | $11,409-99.2% |