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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 | $823 | $96,508-99.1% | $75,901-98.9% | $152,897-99.5% |
| Participation rate | 85.0% | 76.2%+8.8pp | 69.3%+15.7pp | 82.5%+2.5pp |
| Annual return | 33.85% | 33.99%-0.1pp | 30.76%+3.1pp | 345.43%-311.6pp |
| Employer contribution / active EE | $0 | $3,310-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $654 | $4,554-85.6% | $3,603-81.9% | $5,851-88.8% |
| Admin fee / account holder | $188 | $8,081-97.7% | $5,420-96.5% | $11,599-98.4% |