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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 | $16,638 | $113,941-85.4% | $94,228-82.3% | $125,388-86.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.08% | 5.29%-5.2pp | 10.68%-10.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,364 | $5,179-73.7% | $4,320-68.4% | $5,352-74.5% |
| Admin fee / account holder | $16 | $8,392-99.8% | $6,269-99.8% | $9,541-99.8% |