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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 | $1,222 | $175,231-99.3% | $149,696-99.2% | $139,466-99.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 14.02% | 166.77%-152.8pp | 134.46%-120.4pp | 373.66%-359.6pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $924 | $6,521-85.8% | $5,682-83.7% | $6,712-86.2% |
| Admin fee / account holder | $260 | $16,155-98.4% | $13,212-98.0% | $11,409-97.7% |