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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 | $52,353-97.7% | $120,225-99.0% | $82,448-98.5% |
| Participation rate | 81.7% | 58.3%+23.4pp | 69.6%+12.1pp | 68.1%+13.6pp |
| Annual return | 23.57% | 61.85%-38.3pp | 439.23%-415.7pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $558 | $2,627-78.8% | $3,999-86.0% | $4,139-86.5% |
| Admin fee / account holder | $274 | $4,363-93.7% | $5,696-95.2% | $7,234-96.2% |