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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 | $1,193 | $124,980-99.0% | $108,359-98.9% | $154,746-99.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.49% | 45.00%-32.5pp | 36.89%-24.4pp | 172.34%-159.9pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $358 | $4,743-92.5% | $4,137-91.4% | $6,730-94.7% |
| Admin fee / account holder | $91 | $11,502-99.2% | $9,741-99.1% | $14,365-99.4% |