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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 | $9,624 | $116,203-91.7% | $93,621-89.7% | $152,909-93.7% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.8%-5.8pp | 82.5%-12.5pp |
| Annual return | 3135.01% | 35.96%+3099.1pp | 32.76%+3102.3pp | 345.46%+2789.6pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,095 | $4,605-76.2% | $4,070-73.1% | $5,851-81.3% |
| Admin fee / account holder | $221 | $10,751-97.9% | $7,890-97.2% | $11,601-98.1% |