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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 | $2,227 | $149,040-98.5% | $120,225-98.1% | $137,256-98.4% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 16.80% | 605.68%-588.9pp | 439.23%-422.4pp | 220.34%-203.5pp |
| Employer contribution / active EE | $36 | $4,350-99.2% | $3,475-99.0% | $4,156-99.1% |
| Participant deferral / active EE | $39 | $4,655-99.2% | $3,999-99.0% | $6,407-99.4% |
| Admin fee / account holder | $4 | $6,348-99.9% | $5,696-99.9% | $12,270-100.0% |