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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 | $484 | $46,596-99.0% | $64,085-99.2% | $75,173-99.4% |
| Participation rate | 71.2% | 65.9%+5.2pp | 72.3%-1.2pp | 67.2%+4.0pp |
| Annual return | 0.00% | 26.04%-26.0pp | 33.69%-33.7pp | 160.65%-160.7pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $468 | $2,839-83.5% | $3,881-88.0% | $4,126-88.7% |
| Admin fee / account holder | $14 | $2,954-99.5% | $3,069-99.6% | $5,651-99.8% |