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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 | $3,400 | $102,663-96.7% | $86,216-96.1% | $139,466-97.6% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 11.75% | 1924.52%-1912.8pp | 1169.42%-1157.7pp | 373.66%-361.9pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $647 | $4,677-86.2% | $3,986-83.8% | $6,712-90.4% |
| Admin fee / account holder | $296 | $8,663-96.6% | $6,853-95.7% | $11,409-97.4% |