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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 | $1,049 | $102,422-99.0% | $147,117-99.3% | $80,959-98.7% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 15.80% | 135.16%-119.4pp | 420.54%-404.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $801 | $6,652-88.0% | $8,065-90.1% | $4,300-81.4% |
| Admin fee / account holder | $7 | $7,953-99.9% | $12,993-99.9% | $6,925-99.9% |