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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 | $672 | $99,053-99.3% | $88,179-99.2% | $138,895-99.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 17.76% | 78.17%-60.4pp | 64.97%-47.2pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $418 | $5,225-92.0% | $4,614-90.9% | $6,396-93.5% |
| Admin fee / account holder | $155 | $8,748-98.2% | $7,673-98.0% | $12,562-98.8% |