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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 | $809 | $29,319-97.2% | $52,425-98.5% | $82,448-99.0% |
| Participation rate | 76.5% | 46.9%+29.6pp | 55.6%+20.8pp | 68.1%+8.4pp |
| Annual return | 14.66% | 535.20%-520.5pp | 302.12%-287.5pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $143 | $1,171-87.8% | $1,790-92.0% | $4,139-96.5% |
| Admin fee / account holder | $142 | $1,962-92.8% | $2,495-94.3% | $7,234-98.0% |