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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 | $2,100 | $46,697-95.5% | $117,533-98.2% | $68,486-96.9% |
| Participation rate | 83.8% | 56.8%+27.0pp | 70.6%+13.2pp | 67.9%+15.9pp |
| Annual return | 1042.18% | -14.52%+1056.7pp | 29.77%+1012.4pp | -7.85%+1050.0pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $764 | $2,637-71.0% | $4,072-81.3% | $4,028-81.0% |
| Admin fee / account holder | $19 | $4,023-99.5% | $5,647-99.7% | $5,404-99.6% |