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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 | $749 | $52,353-98.6% | $120,225-99.4% | $82,448-99.1% |
| Participation rate | 74.0% | 58.3%+15.6pp | 69.6%+4.4pp | 68.1%+5.9pp |
| Annual return | 26.85% | 61.85%-35.0pp | 439.23%-412.4pp | 41.64%-14.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $280 | $2,627-89.3% | $3,999-93.0% | $4,139-93.2% |
| Admin fee / account holder | $23 | $4,363-99.5% | $5,696-99.6% | $7,234-99.7% |