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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 | $491 | $110,137-99.6% | $161,149-99.7% | $82,637-99.4% |
| Participation rate | 82.9% | 72.4%+10.5pp | 78.8%+4.0pp | 68.1%+14.8pp |
| Annual return | 20.71% | 20.69%0pp | 21.16%-0.4pp | 53.51%-32.8pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $95 | $4,575-97.9% | $6,153-98.5% | $4,126-97.7% |
| Admin fee / account holder | $3 | $9,467-100.0% | $15,194-100.0% | $7,339-100.0% |