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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 | $1,260 | $59,467-97.9% | $93,727-98.7% | $74,478-98.3% |
| Participation rate | 75.9% | 59.6%+16.3pp | 68.7%+7.2pp | 67.2%+8.7pp |
| Annual return | 12.34% | 82.14%-69.8pp | 133.83%-121.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $503 | $3,052-83.5% | $4,417-88.6% | $4,350-88.4% |
| Admin fee / account holder | $34 | $3,028-98.9% | $8,292-99.6% | $1,946-98.2% |