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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 | $2,789 | $90,590-96.9% | $90,782-96.9% | $135,380-97.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 0.00% | -3.40%+3.4pp | -3.42%+3.4pp | 519.81%-519.8pp |
| Employer contribution / active EE | $1,529 | $4,352-64.9% | $4,105-62.8% | $4,779-68.0% |
| Participant deferral / active EE | $1,721 | $5,407-68.2% | $5,366-67.9% | $5,609-69.3% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,828-100.0% |