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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 | $1,897 | $67,602-97.2% | $82,312-97.7% | $70,126-97.3% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.3pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $526 | $1,755-70.0% | $2,428-78.3% | $2,343-77.5% |
| Participant deferral / active EE | $1,048 | $2,987-64.9% | $3,706-71.7% | $3,332-68.5% |
| Admin fee / account holder | $1 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |