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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 | $4,213 | $96,361-95.6% | $80,607-94.8% | $139,456-97.0% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 24.00% | 1350.95%-1327.0pp | 936.11%-912.1pp | 373.45%-349.5pp |
| Employer contribution / active EE | $692 | $3,262-78.8% | $2,724-74.6% | $4,753-85.4% |
| Participant deferral / active EE | $746 | $5,232-85.7% | $4,448-83.2% | $6,711-88.9% |
| Admin fee / account holder | $13 | $6,601-99.8% | $5,379-99.8% | $11,407-99.9% |