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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 | $16,874 | $65,704-74.3% | $94,229-82.1% | $59,633-71.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.14% | 5.22%-5.1pp | 10.68%-10.5pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $541 | $2,021-73.2% | $3,587-84.9% | $2,203-75.5% |
| Participant deferral / active EE | $855 | $3,143-72.8% | $4,320-80.2% | $3,192-73.2% |
| Admin fee / account holder | $211 | $4,265-95.0% | $6,269-96.6% | $4,297-95.1% |