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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 | $915 | $48,364-98.1% | $71,796-98.7% | $62,881-98.5% |
| Participation rate | 77.6% | 60.6%+16.9pp | 69.1%+8.4pp | 69.3%+8.2pp |
| Annual return | 8.32% | 13.16%-4.8pp | 78.04%-69.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $485 | $2,091-76.8% | $2,794-82.6% | $3,203-84.9% |
| Admin fee / account holder | $14 | $3,771-99.6% | $4,815-99.7% | $4,296-99.7% |