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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 | $512 | $51,638-99.0% | $129,406-99.6% | $80,959-99.4% |
| Participation rate | 84.6% | 56.9%+27.7pp | 69.6%+15.0pp | 67.7%+16.9pp |
| Annual return | 12.57% | 20.78%-8.2pp | 9468.18%-9455.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $253 | $2,670-90.5% | $4,167-93.9% | $4,300-94.1% |
| Admin fee / account holder | $246 | $4,313-94.3% | $7,689-96.8% | $6,925-96.4% |