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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 | $984 | $77,920-98.7% | $149,723-99.3% | $75,177-98.7% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 28.55% | 31.72%-3.2pp | 134.50%-105.9pp | 160.75%-132.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $848 | $3,411-75.1% | $5,682-85.1% | $4,126-79.5% |
| Admin fee / account holder | $183 | $5,951-96.9% | $13,215-98.6% | $5,651-96.8% |