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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 | $4,115 | $80,812-94.9% | $160,784-97.4% | $82,448-95.0% |
| Participation rate | 84.7% | 66.2%+18.5pp | 77.0%+7.8pp | 68.1%+16.7pp |
| Annual return | 18.57% | 100.59%-82.0pp | 1803.92%-1785.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $441 | $2,174-79.7% | $3,733-88.2% | $2,551-82.7% |
| Participant deferral / active EE | $922 | $4,335-78.7% | $6,293-85.3% | $4,139-77.7% |
| Admin fee / account holder | $243 | $7,695-96.8% | $9,717-97.5% | $7,234-96.6% |