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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 | $48,011-98.2% | $63,803-98.6% | $82,637-98.9% |
| Participation rate | 85.1% | 66.6%+18.5pp | 72.7%+12.4pp | 68.1%+17.0pp |
| Annual return | 26.73% | 19.84%+6.9pp | 543.72%-517.0pp | 53.51%-26.8pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $329 | $2,846-88.4% | $3,843-91.4% | $4,126-92.0% |
| Admin fee / account holder | $22 | $3,873-99.4% | $5,196-99.6% | $7,339-99.7% |