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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 | $272 | $48,011-99.4% | $63,803-99.6% | $82,637-99.7% |
| Participation rate | 70.6% | 66.6%+4.0pp | 72.7%-2.1pp | 68.1%+2.5pp |
| Annual return | 23.37% | 19.84%+3.5pp | 543.72%-520.4pp | 53.51%-30.1pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $113 | $2,846-96.0% | $3,843-97.1% | $4,126-97.3% |
| Admin fee / account holder | $45 | $3,873-98.8% | $5,196-99.1% | $7,339-99.4% |