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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 | $1,755 | $65,364-97.3% | $92,909-98.1% | $72,975-97.6% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.0%+20.0pp | 69.5%+26.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $711 | $2,594-72.6% | $3,653-80.5% | $2,440-70.9% |
| Participant deferral / active EE | $1,068 | $3,128-65.9% | $4,238-74.8% | $3,608-70.4% |
| Admin fee / account holder | $7 | $4,251-99.8% | $5,795-99.9% | $5,124-99.9% |