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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 | $8,750 | $76,551-88.6% | $123,894-92.9% | $62,881-86.1% |
| Participation rate | 92.1% | 73.0%+19.1pp | 81.4%+10.7pp | 69.3%+22.8pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,660 | $2,882-42.4% | $4,617-64.0% | $2,281-27.2% |
| Participant deferral / active EE | $1,938 | $4,840-59.9% | $5,984-67.6% | $3,203-39.5% |
| Admin fee / account holder | $36 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |