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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 | $1,455 | $65,555-97.8% | $86,216-98.3% | $75,173-98.1% |
| Participation rate | 85.7% | 60.5%+25.2pp | 69.0%+16.8pp | 67.2%+18.5pp |
| Annual return | 25.09% | 46.07%-21.0pp | 1169.42%-1144.3pp | 160.72%-135.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $928 | $3,023-69.3% | $3,986-76.7% | $4,126-77.5% |
| Admin fee / account holder | $224 | $5,469-95.9% | $6,853-96.7% | $5,651-96.0% |