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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 | $493 | $29,319-98.3% | $52,425-99.1% | $82,448-99.4% |
| Participation rate | 77.6% | 46.9%+30.7pp | 55.6%+21.9pp | 68.1%+9.5pp |
| Annual return | 22.68% | 535.20%-512.5pp | 302.12%-279.4pp | 41.64%-19.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $231 | $1,171-80.3% | $1,790-87.1% | $4,139-94.4% |
| Admin fee / account holder | $233 | $1,962-88.1% | $2,495-90.7% | $7,234-96.8% |