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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 | $656 | $29,051-97.7% | $52,425-98.7% | $67,986-99.0% |
| Participation rate | 71.2% | 30.4%+40.8pp | 55.6%+15.6pp | 57.2%+14.0pp |
| Annual return | 25.96% | 24.00%+2.0pp | 302.12%-276.2pp | 31.67%-5.7pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $116 | $873-86.7% | $1,790-93.5% | $3,358-96.5% |
| Admin fee / account holder | $6 | $2,113-99.7% | $2,495-99.8% | $3,203-99.8% |