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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 | $655 | $65,555-99.0% | $86,216-99.2% | $75,173-99.1% |
| Participation rate | 79.3% | 60.5%+18.8pp | 69.0%+10.4pp | 67.2%+12.1pp |
| Annual return | 46233.33% | 46.07%+46187.3pp | 1169.42%+45063.9pp | 160.72%+46072.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $508 | $3,023-83.2% | $3,986-87.3% | $4,126-87.7% |
| Admin fee / account holder | $21 | $5,469-99.6% | $6,853-99.7% | $5,651-99.6% |