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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 | $8,819 | $131,835-93.3% | $108,582-91.9% | $273,972-96.8% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 10.65% | -91.57%+102.2pp | -51.70%+62.4pp | 41.46%-30.8pp |
| Employer contribution / active EE | $3,109 | $4,913-36.7% | $3,758-17.3% | $4,869-36.1% |
| Participant deferral / active EE | $412 | $5,127-92.0% | $4,311-90.4% | $5,287-92.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |