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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 | $2,629 | $93,589-97.2% | $135,942-98.1% | $75,181-96.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,043 | $3,537-70.5% | $4,858-78.5% | $2,671-60.9% |
| Participant deferral / active EE | $847 | $6,405-86.8% | $7,759-89.1% | $4,126-79.5% |
| Admin fee / account holder | $4 | $6,977-99.9% | $10,764-100.0% | $5,650-99.9% |