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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 | $1,255 | $157,304-99.2% | $141,197-99.1% | $152,909-99.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.76% | 64.34%-49.6pp | 71.41%-56.6pp | 345.46%-330.7pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,745 | $7,111-75.5% | $6,710-74.0% | $5,851-70.2% |
| Admin fee / account holder | $100 | $12,126-99.2% | $10,265-99.0% | $11,601-99.1% |