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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 | $1,830 | $58,241-96.9% | $81,780-97.8% | $80,911-97.7% |
| Participation rate | 87.1% | 63.4%+23.7pp | 72.4%+14.7pp | 67.6%+19.4pp |
| Annual return | 11.29% | 41.73%-30.4pp | 776.27%-765.0pp | 35.63%-24.3pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $661 | $3,283-79.9% | $4,321-84.7% | $4,297-84.6% |
| Admin fee / account holder | $50 | $4,973-99.0% | $7,384-99.3% | $6,935-99.3% |