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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 | $870 | $85,171-99.0% | $172,752-99.5% | $72,975-98.8% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 32.20% | 27.32%+4.9pp | 802.97%-770.8pp | 81.01%-48.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $528 | $3,260-83.8% | $5,198-89.8% | $3,608-85.4% |
| Admin fee / account holder | $2 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |