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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 | $2,038 | $105,867-98.1% | $90,760-97.8% | $134,532-98.5% |
| Participation rate | 95.8% | 78.3%+17.6pp | 75.7%+20.1pp | 81.2%+14.6pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $958 | $3,464-72.3% | $2,922-67.2% | $4,741-79.8% |
| Participant deferral / active EE | $1,080 | $5,217-79.3% | $4,565-76.3% | $6,401-83.1% |
| Admin fee / account holder | $8 | $13,936-99.9% | $8,444-99.9% | $11,429-99.9% |