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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 | $8,085 | $82,678-90.2% | $125,391-93.6% | $68,490-88.2% |
| Participation rate | 71.0% | 75.1%-4.1pp | 82.4%-11.4pp | 67.9%+3.1pp |
| Annual return | -16.58% | -5.97%-10.6pp | 572.41%-589.0pp | -7.85%-8.7pp |
| Employer contribution / active EE | $910 | $3,382-73.1% | $4,816-81.1% | $2,597-65.0% |
| Participant deferral / active EE | $2,393 | $6,111-60.8% | $7,448-67.9% | $4,028-40.6% |
| Admin fee / account holder | $63 | $6,277-99.0% | $10,009-99.4% | $5,403-98.8% |