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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 | $2,147 | $82,678-97.4% | $125,391-98.3% | $68,490-96.9% |
| Participation rate | 85.5% | 75.1%+10.5pp | 82.4%+3.1pp | 67.9%+17.6pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $955 | $3,382-71.8% | $4,816-80.2% | $2,597-63.2% |
| Participant deferral / active EE | $1,883 | $6,111-69.2% | $7,448-74.7% | $4,028-53.2% |
| Admin fee / account holder | $79 | $6,277-98.7% | $10,009-99.2% | $5,403-98.5% |