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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 | $1,096 | $108,882-99.0% | $96,754-98.9% | $154,746-99.3% |
| Participation rate | 82.6% | 75.1%+7.5pp | 70.3%+12.3pp | 80.7%+1.9pp |
| Annual return | 23.41% | 98.39%-75.0pp | 82.04%-58.6pp | 172.34%-148.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $551 | $5,323-89.7% | $4,758-88.4% | $6,730-91.8% |
| Admin fee / account holder | $240 | $10,200-97.6% | $8,905-97.3% | $14,365-98.3% |