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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 | $1,854 | $58,311-96.8% | $81,882-97.7% | $80,959-97.7% |
| Participation rate | 85.4% | 63.5%+21.9pp | 72.4%+13.0pp | 67.7%+17.7pp |
| Annual return | 13.02% | 41.85%-28.8pp | 779.47%-766.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $406 | $3,287-87.6% | $4,323-90.6% | $4,300-90.5% |
| Admin fee / account holder | $70 | $4,752-98.5% | $7,360-99.0% | $6,925-99.0% |