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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 | $3,418 | $105,210-96.8% | $159,487-97.9% | $85,851-96.0% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.8%+2.5pp | 69.3%+16.0pp |
| Annual return | 18.53% | 45.08%-26.5pp | 263.71%-245.2pp | 318.63%-300.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,144 | $5,946-63.9% | $7,354-70.8% | $3,952-45.7% |
| Admin fee / account holder | $27 | $6,934-99.6% | $10,804-99.7% | $6,261-99.6% |