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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 | $10,656 | $81,870-87.0% | $119,608-91.1% | $68,495-84.4% |
| Participation rate | 95.6% | 71.9%+23.7pp | 79.3%+16.3pp | 67.9%+27.7pp |
| Annual return | -16.34% | -23.82%+7.5pp | -14.98%-1.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,294 | $2,692-51.9% | $4,232-69.4% | $2,596-50.2% |
| Participant deferral / active EE | $1,837 | $4,148-55.7% | $5,601-67.2% | $4,028-54.4% |
| Admin fee / account holder | $131 | $6,583-98.0% | $10,326-98.7% | $5,403-97.6% |