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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 | $871 | $47,479-98.2% | $62,929-98.6% | $82,448-98.9% |
| Participation rate | 85.1% | 66.9%+18.2pp | 73.1%+12.0pp | 68.1%+17.0pp |
| Annual return | 26.73% | 20.34%+6.4pp | 1063.93%-1037.2pp | 41.64%-14.9pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $329 | $2,870-88.5% | $3,888-91.5% | $4,139-92.0% |
| Admin fee / account holder | $22 | $3,804-99.4% | $5,065-99.6% | $7,234-99.7% |