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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 | $661 | $89,367-99.3% | $141,191-99.5% | $72,975-99.1% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 26.73% | 111.87%-85.1pp | 71.41%-44.7pp | 81.01%-54.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $549 | $5,419-89.9% | $6,710-91.8% | $3,608-84.8% |
| Admin fee / account holder | $56 | $5,957-99.1% | $10,264-99.5% | $5,124-98.9% |