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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 | $1,477 | $70,121-97.9% | $63,803-97.7% | $138,895-98.9% |
| Participation rate | 81.3% | 77.2%+4.0pp | 72.7%+8.5pp | 79.9%+1.3pp |
| Annual return | 30.62% | 946.48%-915.9pp | 543.72%-513.1pp | 145.39%-114.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $585 | $4,535-87.1% | $3,843-84.8% | $6,396-90.9% |
| Admin fee / account holder | $56 | $6,738-99.2% | $5,196-98.9% | $12,562-99.6% |