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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 | $2,650 | $73,848-96.4% | $143,799-98.2% | $68,486-96.1% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -15.01% | 0.91%-15.9pp | -0.04%-15.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $578 | $3,184-81.9% | $4,952-88.3% | $2,597-77.7% |
| Participant deferral / active EE | $739 | $3,385-78.2% | $5,638-86.9% | $4,028-81.7% |
| Admin fee / account holder | $55 | $5,755-99.0% | $14,677-99.6% | $5,404-99.0% |