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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 | $1,377 | $58,241-97.6% | $81,780-98.3% | $80,911-98.3% |
| Participation rate | 80.6% | 63.4%+17.1pp | 72.4%+8.2pp | 67.6%+12.9pp |
| Annual return | 11.40% | 41.73%-30.3pp | 776.27%-764.9pp | 35.63%-24.2pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $476 | $3,283-85.5% | $4,321-89.0% | $4,297-88.9% |
| Admin fee / account holder | $178 | $4,973-96.4% | $7,384-97.6% | $6,935-97.4% |