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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 | $2,059 | $97,020-97.9% | $83,327-97.5% | $135,380-98.5% |
| Participation rate | 85.0% | 80.4%+4.6pp | 77.8%+7.2pp | 82.6%+2.4pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.81%-519.8pp |
| Employer contribution / active EE | $934 | $4,144-77.5% | $3,379-72.4% | $4,779-80.5% |
| Participant deferral / active EE | $1,073 | $5,964-82.0% | $5,565-80.7% | $5,609-80.9% |
| Admin fee / account holder | $7 | $8,426-99.9% | $7,540-99.9% | $10,828-99.9% |