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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 | $3,475 | $82,674-95.8% | $125,363-97.2% | $68,495-94.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,600 | $3,382-52.7% | $4,815-66.8% | $2,596-38.4% |
| Participant deferral / active EE | $1,748 | $6,111-71.4% | $7,447-76.5% | $4,028-56.6% |
| Admin fee / account holder | $0 | $6,276-100.0% | $10,005-100.0% | $5,403-100.0% |