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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 | $1,802 | $72,071-97.5% | $68,368-97.4% | $137,256-98.7% |
| Participation rate | 79.2% | 76.2%+2.9pp | 73.8%+5.4pp | 80.0%-0.8pp |
| Annual return | 24.02% | 353.14%-329.1pp | 292.57%-268.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $296 | $4,410-93.3% | $4,123-92.8% | $6,407-95.4% |
| Admin fee / account holder | $156 | $5,336-97.1% | $5,150-97.0% | $12,270-98.7% |