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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 | $642 | $65,364-99.0% | $92,909-99.3% | $72,975-99.1% |
| Participation rate | 84.8% | 68.3%+16.5pp | 76.0%+8.8pp | 69.5%+15.4pp |
| Annual return | 73.08% | 42.11%+31.0pp | 109.44%-36.4pp | 81.01%-7.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $496 | $3,128-84.1% | $4,238-88.3% | $3,608-86.2% |
| Admin fee / account holder | $1 | $4,251-100.0% | $5,795-100.0% | $5,124-100.0% |