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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 | $1,828 | $68,097-97.3% | $62,929-97.1% | $137,256-98.7% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.0%+5.8pp |
| Annual return | 18.43% | 1859.11%-1840.7pp | 1063.93%-1045.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $700 | $4,553-84.6% | $3,888-82.0% | $6,407-89.1% |
| Admin fee / account holder | $216 | $6,521-96.7% | $5,065-95.7% | $12,270-98.2% |