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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 | $2,492 | $103,387-97.6% | $87,102-97.1% | $152,885-98.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.39%-345.4pp |
| Employer contribution / active EE | $1,055 | $3,221-67.3% | $2,521-58.2% | $4,763-77.9% |
| Participant deferral / active EE | $1,295 | $4,778-72.9% | $4,048-68.0% | $5,851-77.9% |
| Admin fee / account holder | $2 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |