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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 | $2,204 | $82,674-97.3% | $125,358-98.2% | $68,498-96.8% |
| Participation rate | 73.6% | 75.0%-1.4pp | 82.4%-8.8pp | 67.9%+5.7pp |
| Annual return | 92.94% | -5.97%+98.9pp | 572.03%-479.1pp | -7.84%+100.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,180 | $6,111-80.7% | $7,447-84.1% | $4,027-70.7% |
| Admin fee / account holder | $205 | $6,276-96.7% | $10,007-98.0% | $5,403-96.2% |