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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 | $775 | $76,608-99.0% | $56,077-98.6% | $145,877-99.5% |
| Participation rate | 72.2% | 63.2%+9.0pp | 52.5%+19.7pp | 80.3%-8.1pp |
| Annual return | 12.16% | 3009.59%-2997.4pp | 1709.28%-1697.1pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $67 | $2,624-97.5% | $1,954-96.6% | $6,691-99.0% |
| Admin fee / account holder | $2 | $3,325-99.9% | $2,825-99.9% | $13,402-100.0% |