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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 | $3,494 | $142,392-97.5% | $119,622-97.1% | $134,532-97.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,717 | $5,224-67.1% | $4,232-59.4% | $4,741-63.8% |
| Participant deferral / active EE | $1,773 | $6,467-72.6% | $5,601-68.3% | $6,401-72.3% |
| Admin fee / account holder | $3 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |