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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 | $1,055 | $96,388-98.9% | $80,627-98.7% | $139,466-99.2% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.2pp | 80.3%+0.9pp |
| Annual return | 23.83% | 1352.08%-1328.2pp | 936.76%-912.9pp | 373.66%-349.8pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $424 | $5,224-91.9% | $4,443-90.5% | $6,712-93.7% |
| Admin fee / account holder | $22 | $6,603-99.7% | $5,381-99.6% | $11,409-99.8% |