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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 | $3,372 | $111,878-97.0% | $93,727-96.4% | $145,897-97.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 22.43% | 204.28%-181.8pp | 133.83%-111.4pp | 552.29%-529.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,157 | $4,920-76.5% | $4,417-73.8% | $6,689-82.7% |
| Admin fee / account holder | $275 | $10,256-97.3% | $8,292-96.7% | $13,390-97.9% |