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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 | $1,487 | $57,312-97.4% | $86,617-98.3% | $75,181-98.0% |
| Participation rate | 88.9% | 63.2%+25.7pp | 71.7%+17.2pp | 67.2%+21.7pp |
| Annual return | 17.88% | 2672.78%-2654.9pp | 591.91%-574.0pp | 160.69%-142.8pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $563 | $3,319-83.0% | $4,437-87.3% | $4,126-86.3% |
| Admin fee / account holder | $105 | $4,114-97.4% | $5,613-98.1% | $5,650-98.1% |