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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 | $5,662 | $102,422-94.5% | $147,117-96.2% | $80,959-93.0% |
| Participation rate | 82.6% | 75.9%+6.7pp | 82.2%+0.4pp | 67.7%+14.9pp |
| Annual return | 30.70% | 135.16%-104.5pp | 420.54%-389.8pp | 35.67%-5.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,281 | $6,652-65.7% | $8,065-71.7% | $4,300-47.0% |
| Admin fee / account holder | $245 | $7,953-96.9% | $12,993-98.1% | $6,925-96.5% |