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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 | $717 | $72,446-99.0% | $67,561-98.9% | $145,877-99.5% |
| Participation rate | 76.5% | 76.9%-0.4pp | 72.9%+3.6pp | 80.3%-3.8pp |
| Annual return | 13.84% | 7211.98%-7198.1pp | 3525.44%-3511.6pp | 551.28%-537.4pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $400 | $4,785-91.6% | $4,003-90.0% | $6,691-94.0% |
| Admin fee / account holder | $136 | $5,541-97.5% | $4,006-96.6% | $13,402-99.0% |