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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 | $2,462 | $95,406-97.4% | $185,849-98.7% | $85,847-97.1% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 28.86% | 23.59%+5.3pp | 122.10%-93.2pp | 318.61%-289.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $732 | $3,424-78.6% | $5,569-86.9% | $3,952-81.5% |
| Admin fee / account holder | $196 | $7,214-97.3% | $16,244-98.8% | $6,261-96.9% |