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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 | $1,938 | $65,566-97.0% | $86,235-97.8% | $75,177-97.4% |
| Participation rate | 82.8% | 60.5%+22.3pp | 69.0%+13.8pp | 67.2%+15.6pp |
| Annual return | 53.24% | 46.07%+7.2pp | 1170.03%-1116.8pp | 160.75%-107.5pp |
| Employer contribution / active EE | $534 | $1,553-65.6% | $2,381-77.6% | $2,671-80.0% |
| Participant deferral / active EE | $749 | $3,023-75.2% | $3,987-81.2% | $4,126-81.8% |
| Admin fee / account holder | $65 | $5,470-98.8% | $6,856-99.1% | $5,651-98.8% |