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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 | $1,911 | $105,160-98.2% | $94,679-98.0% | $139,456-98.6% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 0.00% | 38.04%-38.0pp | 156.75%-156.8pp | 373.45%-373.4pp |
| Employer contribution / active EE | $724 | $4,107-82.4% | $3,673-80.3% | $4,753-84.8% |
| Participant deferral / active EE | $1,078 | $7,599-85.8% | $7,417-85.5% | $6,711-83.9% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |