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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 | $725 | $110,278-99.3% | $95,740-99.2% | $139,466-99.5% |
| Participation rate | 88.2% | 75.7%+12.5pp | 72.3%+16.0pp | 80.3%+7.9pp |
| Annual return | 70.30% | 27.19%+43.1pp | 28.41%+41.9pp | 373.66%-303.4pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $501 | $4,674-89.3% | $4,244-88.2% | $6,712-92.5% |
| Admin fee / account holder | $6 | $6,613-99.9% | $5,676-99.9% | $11,409-99.9% |