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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 | $928 | $71,230-98.7% | $93,727-99.0% | $80,959-98.9% |
| Participation rate | 83.9% | 60.4%+23.5pp | 68.7%+15.2pp | 67.7%+16.2pp |
| Annual return | 11.00% | 11.26%-0.3pp | 133.83%-122.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $257 | $4,037-93.6% | $4,417-94.2% | $4,300-94.0% |
| Admin fee / account holder | $37 | $6,961-99.5% | $8,292-99.5% | $6,925-99.5% |