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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 | $1,521 | $111,787-98.6% | $93,681-98.4% | $145,978-99.0% |
| Participation rate | 78.9% | 74.2%+4.7pp | 68.7%+10.2pp | 80.3%-1.3pp |
| Annual return | 12.98% | 203.52%-190.5pp | 133.47%-120.5pp | 550.52%-537.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $362 | $4,918-92.6% | $4,415-91.8% | $6,690-94.6% |
| Admin fee / account holder | $32 | $10,256-99.7% | $8,290-99.6% | $13,400-99.8% |