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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 | $3,629 | $52,353-93.1% | $120,225-97.0% | $82,448-95.6% |
| Participation rate | 72.1% | 58.3%+13.8pp | 69.6%+2.5pp | 68.1%+4.0pp |
| Annual return | 24.20% | 61.85%-37.6pp | 439.23%-415.0pp | 41.64%-17.4pp |
| Employer contribution / active EE | $365 | $1,510-75.9% | $3,475-89.5% | $2,551-85.7% |
| Participant deferral / active EE | $424 | $2,627-83.9% | $3,999-89.4% | $4,139-89.8% |
| Admin fee / account holder | $168 | $4,363-96.2% | $5,696-97.1% | $7,234-97.7% |