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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 | $1,090 | $52,353-97.9% | $120,225-99.1% | $82,448-98.7% |
| Participation rate | 77.8% | 58.3%+19.5pp | 69.6%+8.2pp | 68.1%+9.7pp |
| Annual return | 20.24% | 61.85%-41.6pp | 439.23%-419.0pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $378 | $2,627-85.6% | $3,999-90.5% | $4,139-90.9% |
| Admin fee / account holder | $38 | $4,363-99.1% | $5,696-99.3% | $7,234-99.5% |