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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 | $1,029 | $65,555-98.4% | $86,216-98.8% | $75,173-98.6% |
| Participation rate | 75.8% | 60.5%+15.3pp | 69.0%+6.8pp | 67.2%+8.6pp |
| Annual return | 23.83% | 46.07%-22.2pp | 1169.42%-1145.6pp | 160.72%-136.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $507 | $3,023-83.2% | $3,986-87.3% | $4,126-87.7% |
| Admin fee / account holder | $199 | $5,469-96.4% | $6,853-97.1% | $5,651-96.5% |