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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 | $926 | $91,536-99.0% | $130,062-99.3% | $75,177-98.8% |
| Participation rate | 83.8% | 71.5%+12.3pp | 78.5%+5.3pp | 67.2%+16.6pp |
| Annual return | 24.19% | -631.62%+655.8pp | -137.37%+161.6pp | 160.75%-136.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $706 | $4,343-83.7% | $5,821-87.9% | $4,126-82.9% |
| Admin fee / account holder | $222 | $6,780-96.7% | $10,601-97.9% | $5,651-96.1% |