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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 | $2,146 | $55,449-96.1% | $83,830-97.4% | $56,287-96.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.97%-851.0pp | -9.96%+10.0pp |
| Employer contribution / active EE | $2,480 | $2,430+2.1% | $3,631-31.7% | $2,111+17.5% |
| Participant deferral / active EE | $704 | $2,935-76.0% | $4,082-82.8% | $3,350-79.0% |
| Admin fee / account holder | $114 | $656-82.6% | $5,479-97.9% | $521-78.1% |