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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 | $1,057 | $121,677-99.1% | $104,625-99.0% | $158,966-99.3% |
| Participation rate | 72.7% | 77.5%-4.8pp | 74.1%-1.3pp | 82.0%-9.2pp |
| Annual return | 18.51% | 465.58%-447.1pp | 340.60%-322.1pp | 302.95%-284.4pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $280 | $4,175-93.3% | $3,738-92.5% | $5,983-95.3% |
| Admin fee / account holder | $15 | $7,777-99.8% | $6,465-99.8% | $11,250-99.9% |