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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 | $860 | $76,407-98.9% | $150,298-99.4% | $82,448-99.0% |
| Participation rate | 92.3% | 66.4%+25.9pp | 77.8%+14.5pp | 68.1%+24.2pp |
| Annual return | 47.10% | 39.99%+7.1pp | 62.79%-15.7pp | 41.64%+5.5pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $644 | $3,214-80.0% | $5,453-88.2% | $4,139-84.4% |
| Admin fee / account holder | $11 | $6,352-99.8% | $14,116-99.9% | $7,234-99.8% |