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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 | $1,259 | $102,616-98.8% | $81,981-98.5% | $158,931-99.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 30.82% | 61.05%-30.2pp | 41.31%-10.5pp | 302.86%-272.0pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $833 | $4,648-82.1% | $3,722-77.6% | $5,982-86.1% |
| Admin fee / account holder | $3 | $8,236-100.0% | $5,664-99.9% | $11,247-100.0% |