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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 | $20,566 | $167,504-87.7% | $151,628-86.4% | $134,509-84.7% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.5%-6.2pp | 81.2%0pp |
| Annual return | -14.41% | 7.81%-22.2pp | 3.34%-17.7pp | 418.13%-432.5pp |
| Employer contribution / active EE | $1,520 | $6,828-77.7% | $6,165-75.3% | $4,741-67.9% |
| Participant deferral / active EE | $2,918 | $8,985-67.5% | $8,363-65.1% | $6,400-54.4% |
| Admin fee / account holder | $40 | $13,779-99.7% | $11,613-99.7% | $11,427-99.7% |