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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 | $1,447 | $114,093-98.7% | $96,171-98.5% | $167,536-99.1% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 19.06% | 190.00%-170.9pp | 192.04%-173.0pp | 478.82%-459.8pp |
| Employer contribution / active EE | $319 | $3,429-90.7% | $2,799-88.6% | $4,839-93.4% |
| Participant deferral / active EE | $679 | $5,197-86.9% | $4,350-84.4% | $6,342-89.3% |
| Admin fee / account holder | $50 | $6,899-99.3% | $5,538-99.1% | $12,315-99.6% |