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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 | $13,771 | $86,701-84.1% | $73,309-81.2% | $125,389-89.0% |
| Participation rate | 81.8% | 78.6%+3.2pp | 74.9%+6.9pp | 83.2%-1.4pp |
| Annual return | -2.59% | 2.78%-5.4pp | 5.67%-8.3pp | 282.24%-284.8pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,307 | $5,549-76.4% | $4,991-73.8% | $5,352-75.6% |
| Admin fee / account holder | $38 | $7,768-99.5% | $5,635-99.3% | $9,541-99.6% |