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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 | $398 | $101,752-99.6% | $164,928-99.8% | $80,911-99.5% |
| Participation rate | 73.1% | 71.8%+1.2pp | 78.6%-5.5pp | 67.6%+5.4pp |
| Annual return | 12.55% | 16.73%-4.2pp | 70.08%-57.5pp | 35.63%-23.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $116 | $4,477-97.4% | $6,034-98.1% | $4,297-97.3% |
| Admin fee / account holder | $8 | $8,218-99.9% | $12,684-99.9% | $6,935-99.9% |