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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 | $12,159 | $167,362-92.7% | $143,799-91.5% | $134,532-91.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.87% | 0.47%-18.3pp | -0.04%-17.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,463 | $5,620-74.0% | $4,952-70.5% | $4,741-69.2% |
| Participant deferral / active EE | $1,403 | $6,447-78.2% | $5,638-75.1% | $6,401-78.1% |
| Admin fee / account holder | $84 | $18,094-99.5% | $14,677-99.4% | $11,429-99.3% |