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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 | $91,086-96.4% | $203,872-98.4% | $86,983-96.2% |
| Participation rate | 70.7% | 65.8%+4.9pp | 77.8%-7.1pp | 69.5%+1.2pp |
| Annual return | 195.80% | 22.30%+173.5pp | 85.11%+110.7pp | 25.83%+170.0pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $987 | $4,019-75.4% | $6,388-84.6% | $4,194-76.5% |
| Admin fee / account holder | $285 | $8,987-96.8% | $11,730-97.6% | $7,856-96.4% |