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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 | $1,893 | $53,063-96.4% | $124,206-98.5% | $82,637-97.7% |
| Participation rate | 70.6% | 58.4%+12.2pp | 69.6%+1.0pp | 68.1%+2.5pp |
| Annual return | 19.99% | 68.87%-48.9pp | 515.27%-495.3pp | 53.51%-33.5pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $532 | $2,644-79.9% | $3,968-86.6% | $4,126-87.1% |
| Admin fee / account holder | $242 | $4,281-94.4% | $5,929-95.9% | $7,339-96.7% |