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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 | $547 | $29,319-98.1% | $52,425-99.0% | $82,448-99.3% |
| Participation rate | 76.7% | 46.9%+29.8pp | 55.6%+21.0pp | 68.1%+8.6pp |
| Annual return | 30.92% | 535.20%-504.3pp | 302.12%-271.2pp | 41.64%-10.7pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $250 | $1,171-78.6% | $1,790-86.0% | $4,139-94.0% |
| Admin fee / account holder | $11 | $1,962-99.4% | $2,495-99.6% | $7,234-99.8% |