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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 | $2,742 | $90,691-97.0% | $76,119-96.4% | $145,884-98.1% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.1%+2.4pp | 80.3%-8.9pp |
| Annual return | 12.97% | 624.52%-611.6pp | 361.25%-348.3pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $901 | $5,167-82.6% | $4,259-78.9% | $6,690-86.5% |
| Admin fee / account holder | $128 | $8,383-98.5% | $6,421-98.0% | $13,392-99.0% |