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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 | $452 | $30,421-98.5% | $56,077-99.2% | $74,429-99.4% |
| Participation rate | 71.6% | 32.9%+38.7pp | 52.5%+19.1pp | 67.2%+4.3pp |
| Annual return | 16.30% | 24.94%-8.6pp | 1709.28%-1693.0pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $142 | $1,175-87.9% | $1,954-92.7% | $4,348-96.7% |
| Admin fee / account holder | $6 | $2,363-99.7% | $2,825-99.8% | $1,944-99.7% |