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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 | $939 | $51,638-98.2% | $129,406-99.3% | $80,959-98.8% |
| Participation rate | 77.1% | 56.9%+20.2pp | 69.6%+7.5pp | 67.7%+9.5pp |
| Annual return | 15.03% | 20.78%-5.7pp | 9468.18%-9453.1pp | 35.67%-20.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $363 | $2,670-86.4% | $4,167-91.3% | $4,300-91.6% |
| Admin fee / account holder | $0 | $4,313-100.0% | $7,689-100.0% | $6,925-100.0% |