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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 | $18,405 | $140,592-86.9% | $123,105-85.0% | $125,389-85.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.44% | 16.80%-17.2pp | 13.22%-13.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,690 | $6,980-75.8% | $6,229-72.9% | $5,352-68.4% |
| Admin fee / account holder | $27 | $11,198-99.8% | $9,014-99.7% | $9,541-99.7% |