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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 | $1,475 | $68,097-97.8% | $62,929-97.7% | $137,256-98.9% |
| Participation rate | 77.8% | 77.4%+0.3pp | 73.1%+4.7pp | 80.0%-2.2pp |
| Annual return | 26.47% | 1859.11%-1832.6pp | 1063.93%-1037.5pp | 220.34%-193.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $465 | $4,553-89.8% | $3,888-88.0% | $6,407-92.7% |
| Admin fee / account holder | $104 | $6,521-98.4% | $5,065-97.9% | $12,270-99.2% |