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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 | $13,481 | $142,361-90.5% | $119,608-88.7% | $134,509-90.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -19.25% | -12.46%-6.8pp | -14.98%-4.3pp | 418.13%-437.4pp |
| Employer contribution / active EE | $1,527 | $5,224-70.8% | $4,232-63.9% | $4,741-67.8% |
| Participant deferral / active EE | $1,759 | $6,468-72.8% | $5,601-68.6% | $6,400-72.5% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |