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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 | $640 | $31,105-97.9% | $53,647-98.8% | $64,097-99.0% |
| Participation rate | 70.5% | 30.7%+39.8pp | 56.3%+14.2pp | 55.2%+15.3pp |
| Annual return | 23.46% | 22.54%+0.9pp | 358.33%-334.9pp | 34.64%-11.2pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $123 | $896-86.2% | $1,813-93.2% | $3,080-96.0% |
| Admin fee / account holder | $38 | $2,195-98.3% | $2,460-98.5% | $3,454-98.9% |