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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 | $6,486 | $72,404-91.0% | $110,243-94.1% | $64,173-89.9% |
| Participation rate | 94.3% | 73.3%+20.9pp | 79.8%+14.5pp | 69.6%+24.7pp |
| Annual return | -2.08% | -6.29%+4.2pp | 314.76%-316.8pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,471 | $2,282-35.5% | $3,827-61.6% | $2,381-38.2% |
| Participant deferral / active EE | $919 | $3,469-73.5% | $4,672-80.3% | $3,470-73.5% |
| Admin fee / account holder | $75 | $5,664-98.7% | $8,548-99.1% | $4,887-98.5% |