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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 | $5,772 | $42,917-86.6% | $60,899-90.5% | $68,495-91.6% |
| Participation rate | 93.9% | 66.8%+27.2pp | 73.1%+20.8pp | 67.9%+26.0pp |
| Annual return | -17.57% | -13.99%-3.6pp | 16.92%-34.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,391 | $1,979-29.7% | $2,702-48.5% | $2,596-46.4% |
| Participant deferral / active EE | $716 | $2,867-75.0% | $3,817-81.2% | $4,028-82.2% |
| Admin fee / account holder | $10 | $3,102-99.7% | $3,225-99.7% | $5,403-99.8% |