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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 | $919 | $70,684-98.7% | $169,397-99.5% | $75,177-98.8% |
| Participation rate | 77.1% | 64.8%+12.3pp | 77.2%0pp | 67.2%+9.9pp |
| Annual return | 25.81% | 36.38%-10.6pp | 406.23%-380.4pp | 160.75%-134.9pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $669 | $4,310-84.5% | $6,223-89.3% | $4,126-83.8% |
| Admin fee / account holder | $86 | $5,404-98.4% | $9,017-99.0% | $5,651-98.5% |