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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 | $1,300 | $77,358-98.3% | $102,184-98.7% | $87,485-98.5% |
| Participation rate | 75.0% | 78.7%-3.7pp | 82.6%-7.6pp | 68.9%+6.1pp |
| Annual return | 103.40% | 41.11%+62.3pp | 31.58%+71.8pp | 26.06%+77.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $867 | $6,753-87.2% | $8,309-89.6% | $4,274-79.7% |
| Admin fee / account holder | $15 | $6,809-99.8% | $11,609-99.9% | $7,775-99.8% |