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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 | $3,038 | $53,063-94.3% | $124,206-97.6% | $82,637-96.3% |
| Participation rate | 81.8% | 58.4%+23.4pp | 69.6%+12.2pp | 68.1%+13.8pp |
| Annual return | 66.25% | 68.87%-2.6pp | 515.27%-449.0pp | 53.51%+12.7pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $491 | $2,644-81.4% | $3,968-87.6% | $4,126-88.1% |
| Admin fee / account holder | $34 | $4,281-99.2% | $5,929-99.4% | $7,339-99.5% |