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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 | $3,248 | $125,184-97.4% | $105,607-96.9% | $145,884-97.8% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 20.62% | 225.00%-204.4pp | 116.11%-95.5pp | 551.85%-531.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,302 | $5,714-77.2% | $5,011-74.0% | $6,690-80.5% |
| Admin fee / account holder | $57 | $17,133-99.7% | $10,958-99.5% | $13,392-99.6% |