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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 | $58,241-97.7% | $81,780-98.4% | $80,911-98.3% |
| Participation rate | 96.3% | 63.4%+32.9pp | 72.4%+23.9pp | 67.6%+28.6pp |
| Annual return | 13.53% | 41.73%-28.2pp | 776.27%-762.7pp | 35.63%-22.1pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $614 | $3,283-81.3% | $4,321-85.8% | $4,297-85.7% |
| Admin fee / account holder | $77 | $4,973-98.4% | $7,384-99.0% | $6,935-98.9% |