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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 | $767 | $80,812-99.1% | $160,784-99.5% | $82,448-99.1% |
| Participation rate | 75.7% | 66.2%+9.5pp | 77.0%-1.2pp | 68.1%+7.6pp |
| Annual return | 25.82% | 100.59%-74.8pp | 1803.92%-1778.1pp | 41.64%-15.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $276 | $4,335-93.6% | $6,293-95.6% | $4,139-93.3% |
| Admin fee / account holder | $27 | $7,695-99.6% | $9,717-99.7% | $7,234-99.6% |