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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 | $363 | $77,908-99.5% | $149,696-99.8% | $75,173-99.5% |
| Participation rate | 71.8% | 65.6%+6.2pp | 78.8%-7.0pp | 67.2%+4.6pp |
| Annual return | 28.93% | 31.73%-2.8pp | 134.46%-105.5pp | 160.72%-131.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $236 | $3,411-93.1% | $5,682-95.8% | $4,126-94.3% |
| Admin fee / account holder | $117 | $5,950-98.0% | $13,212-99.1% | $5,651-97.9% |