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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 | $2,058 | $111,814-98.2% | $93,654-97.8% | $145,959-98.6% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 14.10% | 203.30%-189.2pp | 133.34%-119.2pp | 561.95%-547.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,121 | $4,914-77.2% | $4,413-74.6% | $6,689-83.2% |
| Admin fee / account holder | $192 | $10,246-98.1% | $8,282-97.7% | $13,398-98.6% |