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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 | $872 | $65,575-98.7% | $86,209-99.0% | $75,181-98.8% |
| Participation rate | 78.6% | 60.5%+18.1pp | 69.0%+9.6pp | 67.2%+11.4pp |
| Annual return | 33.07% | 46.07%-13.0pp | 1169.05%-1136.0pp | 160.69%-127.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $661 | $3,023-78.2% | $3,986-83.4% | $4,126-84.0% |
| Admin fee / account holder | $151 | $5,470-97.2% | $6,853-97.8% | $5,650-97.3% |