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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 | $684 | $51,631-98.7% | $129,397-99.5% | $80,925-99.2% |
| Participation rate | 74.2% | 56.9%+17.3pp | 69.6%+4.6pp | 67.7%+6.5pp |
| Annual return | 26.41% | 20.77%+5.6pp | 9453.98%-9427.6pp | 35.65%-9.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $667 | $2,670-75.0% | $4,167-84.0% | $4,299-84.5% |
| Admin fee / account holder | $4 | $4,309-99.9% | $7,679-99.9% | $6,940-99.9% |