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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 | $3,193 | $102,422-96.9% | $147,117-97.8% | $80,959-96.1% |
| Participation rate | 77.0% | 75.9%+1.2pp | 82.2%-5.1pp | 67.7%+9.4pp |
| Annual return | 39.85% | 135.16%-95.3pp | 420.54%-380.7pp | 35.67%+4.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $189 | $6,652-97.2% | $8,065-97.7% | $4,300-95.6% |
| Admin fee / account holder | $29 | $7,953-99.6% | $12,993-99.8% | $6,925-99.6% |