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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 | $28,624-98.3% | $53,647-99.1% | $82,637-99.4% |
| Participation rate | 77.6% | 47.3%+30.3pp | 56.3%+21.3pp | 68.1%+9.5pp |
| Annual return | 22.68% | 664.98%-642.3pp | 358.33%-335.7pp | 53.51%-30.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $231 | $1,196-80.7% | $1,813-87.2% | $4,126-94.4% |
| Admin fee / account holder | $233 | $2,022-88.5% | $2,460-90.5% | $7,339-96.8% |