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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 | $2,468 | $53,546-95.4% | $69,884-96.5% | $68,486-96.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -19.23% | -13.87%-5.4pp | 190.81%-210.0pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,338 | $2,019-33.7% | $2,560-47.7% | $2,597-48.5% |
| Participant deferral / active EE | $124 | $2,957-95.8% | $3,848-96.8% | $4,028-96.9% |
| Admin fee / account holder | $150 | $4,693-96.8% | $6,266-97.6% | $5,404-97.2% |