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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 | $505 | $29,319-98.3% | $52,425-99.0% | $82,448-99.4% |
| Participation rate | 70.4% | 46.9%+23.5pp | 55.6%+14.7pp | 68.1%+2.3pp |
| Annual return | 20.50% | 535.20%-514.7pp | 302.12%-281.6pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $129 | $1,171-89.0% | $1,790-92.8% | $4,139-96.9% |
| Admin fee / account holder | $153 | $1,962-92.2% | $2,495-93.9% | $7,234-97.9% |