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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 | $1,946 | $105,861-98.2% | $90,756-97.9% | $134,509-98.6% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.13%-418.1pp |
| Employer contribution / active EE | $778 | $3,463-77.5% | $2,922-73.4% | $4,741-83.6% |
| Participant deferral / active EE | $1,050 | $5,217-79.9% | $4,565-77.0% | $6,400-83.6% |
| Admin fee / account holder | $71 | $13,938-99.5% | $8,445-99.2% | $11,427-99.4% |