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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 | $1,812 | $102,385-98.2% | $147,080-98.8% | $80,935-97.8% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 20.36% | 135.09%-114.7pp | 420.17%-399.8pp | 35.66%-15.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,171 | $6,651-82.4% | $8,066-85.5% | $4,299-72.8% |
| Admin fee / account holder | $10 | $7,951-99.9% | $12,989-99.9% | $6,924-99.9% |