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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 | $619 | $91,198-99.3% | $178,503-99.7% | $79,856-99.2% |
| Participation rate | 87.8% | 69.2%+18.6pp | 81.9%+5.9pp | 69.6%+18.2pp |
| Annual return | 51.17% | 24.20%+27.0pp | 151.12%-99.9pp | 31.71%+19.5pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $429 | $3,237-86.7% | $5,202-91.8% | $3,741-88.5% |
| Admin fee / account holder | $13 | $6,748-99.8% | $13,987-99.9% | $5,306-99.8% |