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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 | $646 | $58,655-98.9% | $91,994-99.3% | $65,185-99.0% |
| Participation rate | 70.4% | 75.3%-4.9pp | 78.6%-8.2pp | 70.2%+0.2pp |
| Annual return | 0.00% | 33.92%-33.9pp | 69.03%-69.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $604 | $5,474-89.0% | $5,923-89.8% | $3,514-82.8% |
| Admin fee / account holder | $9 | $434-98.0% | $7,743-99.9% | $847-99.0% |