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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 | $3,814 | $157,296-97.6% | $141,191-97.3% | $152,897-97.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 46.31% | 64.34%-18.0pp | 71.41%-25.1pp | 345.43%-299.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,072 | $7,111-70.9% | $6,710-69.1% | $5,851-64.6% |
| Admin fee / account holder | $10 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |