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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 | $1,402 | $59,813-97.7% | $79,580-98.2% | $68,486-98.0% |
| Participation rate | 83.3% | 61.1%+22.3pp | 69.5%+13.8pp | 67.9%+15.4pp |
| Annual return | 535.78% | -12.30%+548.1pp | 0.15%+535.6pp | -7.85%+543.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $822 | $3,024-72.8% | $3,985-79.4% | $4,028-79.6% |
| Admin fee / account holder | $182 | $4,835-96.2% | $6,835-97.3% | $5,404-96.6% |