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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 | $694 | $114,013-99.4% | $103,693-99.3% | $155,188-99.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 28.21% | 49.31%-21.1pp | 47.61%-19.4pp | 148.84%-120.6pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $497 | $4,970-90.0% | $4,579-89.1% | $6,531-92.4% |
| Admin fee / account holder | $218 | $8,407-97.4% | $7,858-97.2% | $14,480-98.5% |