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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 | $663 | $34,316-98.1% | $74,723-99.1% | $72,976-99.1% |
| Participation rate | 77.8% | 42.4%+35.4pp | 54.5%+23.3pp | 69.5%+8.3pp |
| Annual return | 34.93% | 26.58%+8.3pp | 753.18%-718.3pp | 81.02%-46.1pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $347 | $1,272-72.7% | $1,962-82.3% | $3,608-90.4% |
| Admin fee / account holder | $16 | $2,125-99.2% | $3,335-99.5% | $5,124-99.7% |