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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 | $388 | $85,171-99.5% | $172,752-99.8% | $72,975-99.5% |
| Participation rate | 91.7% | 70.1%+21.6pp | 82.6%+9.0pp | 69.5%+22.2pp |
| Annual return | 27.15% | 27.32%-0.2pp | 802.97%-775.8pp | 81.01%-53.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $187 | $3,260-94.3% | $5,198-96.4% | $3,608-94.8% |
| Admin fee / account holder | $21 | $5,880-99.6% | $13,955-99.8% | $5,124-99.6% |