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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 | $1,162 | $90,489-98.7% | $76,051-98.5% | $145,978-99.2% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.1%+21.8pp | 80.3%+10.6pp |
| Annual return | 15.12% | 622.78%-607.7pp | 360.42%-345.3pp | 550.52%-535.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,690-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $789 | $5,164-84.7% | $4,257-81.5% | $6,690-88.2% |
| Admin fee / account holder | $235 | $8,374-97.2% | $6,416-96.3% | $13,400-98.2% |