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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 | $674 | $48,314-98.6% | $67,561-99.0% | $80,925-99.2% |
| Participation rate | 80.5% | 66.4%+14.1pp | 72.9%+7.6pp | 67.7%+12.8pp |
| Annual return | 14.72% | 18.28%-3.6pp | 3525.44%-3510.7pp | 35.65%-20.9pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $311 | $2,927-89.4% | $4,003-92.2% | $4,299-92.8% |
| Admin fee / account holder | $3 | $3,690-99.9% | $4,006-99.9% | $6,940-100.0% |