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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 | $603 | $118,875-99.5% | $96,572-99.4% | $167,553-99.6% |
| Participation rate | 95.0% | 75.5%+19.5pp | 69.8%+25.2pp | 82.1%+12.9pp |
| Annual return | 20.21% | 50.50%-30.3pp | 37.79%-17.6pp | 478.89%-458.7pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $490 | $4,617-89.4% | $3,850-87.3% | $6,343-92.3% |
| Admin fee / account holder | $156 | $8,070-98.1% | $6,183-97.5% | $12,316-98.7% |