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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 | $29,051-97.8% | $52,425-98.8% | $67,986-99.1% |
| Participation rate | 70.5% | 30.4%+40.0pp | 55.6%+14.8pp | 57.2%+13.2pp |
| Annual return | 23.46% | 24.00%-0.5pp | 302.12%-278.7pp | 31.67%-8.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $123 | $873-85.9% | $1,790-93.1% | $3,358-96.3% |
| Admin fee / account holder | $38 | $2,113-98.2% | $2,495-98.5% | $3,203-98.8% |