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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 | $964 | $48,011-98.0% | $63,803-98.5% | $82,637-98.8% |
| Participation rate | 75.6% | 66.6%+9.0pp | 72.7%+2.9pp | 68.1%+7.6pp |
| Annual return | 20.61% | 19.84%+0.8pp | 543.72%-523.1pp | 53.51%-32.9pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $205 | $2,846-92.8% | $3,843-94.7% | $4,126-95.0% |
| Admin fee / account holder | $44 | $3,873-98.9% | $5,196-99.1% | $7,339-99.4% |