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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 | $2,821 | $81,870-96.6% | $119,622-97.6% | $68,486-95.9% |
| Participation rate | 80.4% | 71.9%+8.5pp | 79.3%+1.1pp | 67.9%+12.5pp |
| Annual return | -15.71% | -23.82%+8.1pp | -14.98%-0.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,141 | $4,148-72.5% | $5,601-79.6% | $4,028-71.7% |
| Admin fee / account holder | $211 | $6,583-96.8% | $10,328-98.0% | $5,404-96.1% |