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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 | $1,186 | $51,642-97.7% | $129,384-99.1% | $80,935-98.5% |
| Participation rate | 80.0% | 56.9%+23.1pp | 69.6%+10.4pp | 67.7%+12.3pp |
| Annual return | 18.21% | 20.78%-2.6pp | 9461.77%-9443.6pp | 35.66%-17.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $713 | $2,670-73.3% | $4,166-82.9% | $4,299-83.4% |
| Admin fee / account holder | $217 | $4,312-95.0% | $7,686-97.2% | $6,924-96.9% |