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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 | $1,764 | $111,830-98.4% | $93,696-98.1% | $145,884-98.8% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.6pp |
| Annual return | 9.38% | 204.08%-194.7pp | 133.74%-124.4pp | 551.85%-542.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $726 | $4,920-85.2% | $4,417-83.6% | $6,690-89.1% |
| Admin fee / account holder | $44 | $10,249-99.6% | $8,287-99.5% | $13,392-99.7% |