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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 | $1,336 | $58,311-97.7% | $81,882-98.4% | $80,959-98.4% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.4%+23.9pp | 67.7%+28.6pp |
| Annual return | 13.53% | 41.85%-28.3pp | 779.47%-765.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $614 | $3,287-81.3% | $4,323-85.8% | $4,300-85.7% |
| Admin fee / account holder | $77 | $4,752-98.4% | $7,360-98.9% | $6,925-98.9% |