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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 | $2,405 | $64,719-96.3% | $112,249-97.9% | $68,486-96.5% |
| Participation rate | 87.1% | 67.2%+19.9pp | 75.1%+12.0pp | 67.9%+19.2pp |
| Annual return | -19.13% | -11.40%-7.7pp | 27.48%-46.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $934 | $3,565-73.8% | $4,729-80.2% | $4,028-76.8% |
| Admin fee / account holder | $12 | $5,232-99.8% | $6,412-99.8% | $5,404-99.8% |