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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 | $7,215 | $113,338-93.6% | $94,993-92.4% | $147,586-95.1% |
| Participation rate | 73.3% | 78.0%-4.6pp | 73.9%-0.6pp | 82.8%-9.5pp |
| Annual return | 22.81% | 20.80%+2.0pp | 27.14%-4.3pp | 578.59%-555.8pp |
| Employer contribution / active EE | $1,073 | $3,160-66.1% | $2,603-58.8% | $4,876-78.0% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $75 | $6,063-98.8% | $4,960-98.5% | $10,886-99.3% |