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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 | $1,586 | $84,236-98.1% | $170,439-99.1% | $70,124-97.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.16% | 23.06%-4.9pp | 205.94%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,281 | $3,387-62.2% | $5,433-76.4% | $2,342-45.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $45 | $5,698-99.2% | $13,881-99.7% | $4,645-99.0% |