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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 | $1,213 | $53,063-97.7% | $124,206-99.0% | $82,637-98.5% |
| Participation rate | 81.7% | 58.4%+23.3pp | 69.6%+12.1pp | 68.1%+13.6pp |
| Annual return | 23.57% | 68.87%-45.3pp | 515.27%-491.7pp | 53.51%-29.9pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $558 | $2,644-78.9% | $3,968-85.9% | $4,126-86.5% |
| Admin fee / account holder | $274 | $4,281-93.6% | $5,929-95.4% | $7,339-96.3% |