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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 | $3,514 | $85,766-95.9% | $136,298-97.4% | $70,126-95.0% |
| Participation rate | 94.8% | 74.2%+20.7pp | 81.9%+12.9pp | 69.5%+25.3pp |
| Annual return | 67.62% | 31.46%+36.2pp | 5156.27%-5088.6pp | 73.15%-5.5pp |
| Employer contribution / active EE | $1,109 | $2,966-62.6% | $4,696-76.4% | $2,343-52.6% |
| Participant deferral / active EE | $2,105 | $5,051-58.3% | $6,247-66.3% | $3,332-36.8% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |