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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 | $5,573 | $77,817-92.8% | $123,553-95.5% | $64,173-91.3% |
| Participation rate | 88.7% | 74.7%+14.0pp | 82.3%+6.4pp | 69.6%+19.1pp |
| Annual return | -7.91% | 12.49%-20.4pp | 119.21%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,343 | $5,240-74.4% | $6,426-79.1% | $3,470-61.3% |
| Admin fee / account holder | $113 | $5,519-98.0% | $9,284-98.8% | $4,887-97.7% |