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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 | $645 | $27,936-97.7% | $58,561-98.9% | $75,173-99.1% |
| Participation rate | 73.0% | 38.8%+34.1pp | 50.9%+22.1pp | 67.2%+5.8pp |
| Annual return | 24.06% | 44.21%-20.2pp | 4251.33%-4227.3pp | 160.72%-136.7pp |
| Employer contribution / active EE | $157 | $670-76.5% | $1,053-85.1% | $2,671-94.1% |
| Participant deferral / active EE | $177 | $1,202-85.3% | $1,923-90.8% | $4,126-95.7% |
| Admin fee / account holder | $76 | $1,727-95.6% | $2,520-97.0% | $5,651-98.7% |