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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 | $3,928 | $97,020-96.0% | $83,327-95.3% | $135,380-97.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.45% | 12.31%-21.8pp | 10.64%-20.1pp | 519.81%-529.3pp |
| Employer contribution / active EE | $1,193 | $4,144-71.2% | $3,379-64.7% | $4,779-75.0% |
| Participant deferral / active EE | $317 | $5,964-94.7% | $5,565-94.3% | $5,609-94.4% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |