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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 | $825 | $59,123-98.6% | $77,183-98.9% | $75,181-98.9% |
| Participation rate | 86.7% | 63.9%+22.8pp | 69.6%+17.1pp | 67.2%+19.5pp |
| Annual return | 0.00% | 26.72%-26.7pp | 37.89%-37.9pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $803 | $2,999-73.2% | $3,833-79.0% | $4,126-80.5% |
| Admin fee / account holder | $9 | $4,776-99.8% | $5,475-99.8% | $5,650-99.8% |