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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 | $1,992 | $90,691-97.8% | $76,119-97.4% | $145,884-98.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 9.69% | 624.52%-614.8pp | 361.25%-351.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $647 | $5,167-87.5% | $4,259-84.8% | $6,690-90.3% |
| Admin fee / account holder | $89 | $8,383-98.9% | $6,421-98.6% | $13,392-99.3% |