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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 | $481 | $79,449-99.4% | $189,575-99.7% | $85,847-99.4% |
| Participation rate | 93.3% | 66.0%+27.3pp | 78.4%+14.9pp | 69.3%+24.0pp |
| Annual return | 0.00% | 18.45%-18.4pp | 64.19%-64.2pp | 318.61%-318.6pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $474 | $4,051-88.3% | $6,174-92.3% | $3,952-88.0% |
| Admin fee / account holder | $5 | $5,377-99.9% | $9,806-100.0% | $6,261-99.9% |