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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 | $906 | $51,631-98.2% | $129,397-99.3% | $80,925-98.9% |
| Participation rate | 92.5% | 56.9%+35.6pp | 69.6%+22.9pp | 67.7%+24.8pp |
| Annual return | 0.00% | 20.77%-20.8pp | 9453.98%-9454.0pp | 35.65%-35.6pp |
| Employer contribution / active EE | $334 | $1,583-78.9% | $4,154-92.0% | $2,756-87.9% |
| Participant deferral / active EE | $532 | $2,670-80.1% | $4,167-87.2% | $4,299-87.6% |
| Admin fee / account holder | $0 | $4,309-100.0% | $7,679-100.0% | $6,940-100.0% |