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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 | $868 | $46,599-98.1% | $64,101-98.6% | $75,173-98.8% |
| Participation rate | 72.4% | 65.9%+6.5pp | 72.3%+0.1pp | 67.2%+5.2pp |
| Annual return | 51.02% | 26.06%+25.0pp | 33.72%+17.3pp | 160.72%-109.7pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $468 | $2,837-83.5% | $3,881-87.9% | $4,126-88.7% |
| Admin fee / account holder | $13 | $2,956-99.6% | $3,070-99.6% | $5,651-99.8% |