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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 | $3,291 | $90,400-96.4% | $186,193-98.2% | $87,485-96.2% |
| Participation rate | 70.7% | 66.2%+4.5pp | 77.1%-6.4pp | 68.9%+1.8pp |
| Annual return | 195.80% | 22.15%+173.6pp | 78.03%+117.8pp | 26.06%+169.7pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $987 | $4,330-77.2% | $6,513-84.8% | $4,274-76.9% |
| Admin fee / account holder | $285 | $8,673-96.7% | $11,058-97.4% | $7,775-96.3% |