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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 | $1,064 | $56,431-98.1% | $130,788-99.2% | $87,485-98.8% |
| Participation rate | 85.4% | 58.9%+26.4pp | 70.1%+15.3pp | 68.9%+16.4pp |
| Annual return | 29.87% | 91.27%-61.4pp | 386.44%-356.6pp | 26.06%+3.8pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $685 | $2,749-75.1% | $4,137-83.4% | $4,274-84.0% |
| Admin fee / account holder | $52 | $4,433-98.8% | $6,673-99.2% | $7,775-99.3% |