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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 | $932 | $70,666-98.7% | $169,385-99.5% | $75,181-98.8% |
| Participation rate | 94.6% | 64.8%+29.8pp | 77.2%+17.4pp | 67.2%+27.4pp |
| Annual return | 39.81% | 36.37%+3.4pp | 405.82%-366.0pp | 160.69%-120.9pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $777 | $4,308-82.0% | $6,221-87.5% | $4,126-81.2% |
| Admin fee / account holder | $56 | $5,402-99.0% | $9,011-99.4% | $5,650-99.0% |