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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 | $13,361 | $110,083-87.9% | $151,628-91.2% | $68,495-80.5% |
| Participation rate | 84.2% | 84.0%+0.3pp | 87.5%-3.3pp | 67.9%+16.3pp |
| Annual return | -17.44% | -10.12%-7.3pp | 3.34%-20.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,022 | $4,470-32.4% | $6,165-51.0% | $2,596+16.4% |
| Participant deferral / active EE | $2,075 | $6,526-68.2% | $8,363-75.2% | $4,028-48.5% |
| Admin fee / account holder | $74 | $7,718-99.0% | $11,613-99.4% | $5,403-98.6% |