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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 | $3,690 | $138,075-97.3% | $123,552-97.0% | $135,379-97.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -3.68% | 153.70%-157.4pp | 119.20%-122.9pp | 519.79%-523.5pp |
| Employer contribution / active EE | $1,327 | $5,152-74.2% | $4,628-71.3% | $4,779-72.2% |
| Participant deferral / active EE | $1,159 | $6,800-83.0% | $6,426-82.0% | $5,609-79.3% |
| Admin fee / account holder | $214 | $10,917-98.0% | $9,285-97.7% | $10,828-98.0% |