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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 | $612 | $124,980-99.5% | $108,359-99.4% | $154,746-99.6% |
| Participation rate | 95.8% | 75.2%+20.7pp | 70.1%+25.7pp | 80.7%+15.1pp |
| Annual return | 14.36% | 45.00%-30.6pp | 36.89%-22.5pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $579 | $4,743-87.8% | $4,137-86.0% | $6,730-91.4% |
| Admin fee / account holder | $125 | $11,502-98.9% | $9,741-98.7% | $14,365-99.1% |