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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 | $517 | $57,541-99.1% | $95,740-99.5% | $75,173-99.3% |
| Participation rate | 75.0% | 62.5%+12.5pp | 72.3%+2.7pp | 67.2%+7.8pp |
| Annual return | 18.30% | 34.93%-16.6pp | 28.41%-10.1pp | 160.72%-142.4pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $167 | $3,074-94.6% | $4,244-96.1% | $4,126-96.0% |
| Admin fee / account holder | $64 | $4,099-98.4% | $5,676-98.9% | $5,651-98.9% |