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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 | $2,583 | $48,011-94.6% | $63,803-96.0% | $82,637-96.9% |
| Participation rate | 88.0% | 66.6%+21.4pp | 72.7%+15.3pp | 68.1%+19.9pp |
| Annual return | 202.63% | 19.84%+182.8pp | 543.72%-341.1pp | 53.51%+149.1pp |
| Employer contribution / active EE | $391 | $1,904-79.5% | $2,532-84.6% | $2,552-84.7% |
| Participant deferral / active EE | $564 | $2,846-80.2% | $3,843-85.3% | $4,126-86.3% |
| Admin fee / account holder | $6 | $3,873-99.8% | $5,196-99.9% | $7,339-99.9% |