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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 | $188 | $122,051-99.8% | $184,185-99.9% | $74,400-99.7% |
| Participation rate | 78.3% | 85.5%-7.2pp | 86.8%-8.6pp | 67.2%+11.0pp |
| Annual return | 15.33% | 19.91%-4.6pp | 28.81%-13.5pp | 1367.51%-1352.2pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,426-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $100 | $7,146-98.6% | $9,132-98.9% | $4,348-97.7% |
| Admin fee / account holder | $6 | $1,258-99.5% | $13,909-100.0% | $1,944-99.7% |