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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 | $1,445 | $58,275-97.5% | $81,844-98.2% | $80,935-98.2% |
| Participation rate | 86.7% | 63.5%+23.2pp | 72.4%+14.3pp | 67.7%+19.0pp |
| Annual return | 16.09% | 41.82%-25.7pp | 778.87%-762.8pp | 35.66%-19.6pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $650 | $3,285-80.2% | $4,323-85.0% | $4,299-84.9% |
| Admin fee / account holder | $14 | $4,749-99.7% | $7,355-99.8% | $6,924-99.8% |