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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 | $4,568 | $102,422-95.5% | $147,117-96.9% | $80,959-94.4% |
| Participation rate | 76.0% | 75.9%+0.1pp | 82.2%-6.2pp | 67.7%+8.3pp |
| Annual return | 16.36% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,365 | $6,652-79.5% | $8,065-83.1% | $4,300-68.3% |
| Admin fee / account holder | $151 | $7,953-98.1% | $12,993-98.8% | $6,925-97.8% |