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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 | $952 | $102,663-99.1% | $86,216-98.9% | $139,466-99.3% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.0%+1.6pp | 80.3%-9.7pp |
| Annual return | 24.49% | 1924.52%-1900.0pp | 1169.42%-1144.9pp | 373.66%-349.2pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $337 | $4,677-92.8% | $3,986-91.6% | $6,712-95.0% |
| Admin fee / account holder | $94 | $8,663-98.9% | $6,853-98.6% | $11,409-99.2% |