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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 | $917 | $49,976-98.2% | $66,674-98.6% | $82,637-98.9% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 30.13% | 39.09%-9.0pp | 321.24%-291.1pp | 53.51%-23.4pp |
| Employer contribution / active EE | $668 | $1,988-66.4% | $2,620-74.5% | $2,552-73.8% |
| Participant deferral / active EE | $26 | $2,847-99.1% | $4,084-99.4% | $4,126-99.4% |
| Admin fee / account holder | $65 | $4,594-98.6% | $5,098-98.7% | $7,339-99.1% |