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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 | $3,738 | $91,537-95.9% | $130,045-97.1% | $75,173-95.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 20.94% | -631.55%+652.5pp | -137.30%+158.2pp | 160.72%-139.8pp |
| Employer contribution / active EE | $2,097 | $2,845-26.3% | $4,321-51.5% | $2,671-21.5% |
| Participant deferral / active EE | $963 | $4,343-77.8% | $5,820-83.5% | $4,126-76.7% |
| Admin fee / account holder | $76 | $6,780-98.9% | $10,600-99.3% | $5,651-98.7% |