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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 | $80,812-95.9% | $160,784-98.0% | $82,448-96.0% |
| Participation rate | 70.7% | 66.2%+4.5pp | 77.0%-6.2pp | 68.1%+2.7pp |
| Annual return | 195.80% | 100.59%+95.2pp | 1803.92%-1608.1pp | 41.64%+154.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $987 | $4,335-77.2% | $6,293-84.3% | $4,139-76.2% |
| Admin fee / account holder | $285 | $7,695-96.3% | $9,717-97.1% | $7,234-96.1% |