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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 | $15,928 | $89,652-82.2% | $141,197-88.7% | $65,186-75.6% |
| Participation rate | 78.7% | 74.7%+4.0pp | 82.5%-3.8pp | 70.2%+8.5pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.41%-71.4pp | 29.39%-29.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,153 | $5,691-79.7% | $6,710-82.8% | $3,514-67.2% |
| Admin fee / account holder | $6 | $569-99.0% | $10,265-99.9% | $847-99.3% |