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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 | $1,794 | $72,404-97.5% | $110,243-98.4% | $64,173-97.2% |
| Participation rate | 93.9% | 73.3%+20.6pp | 79.8%+14.1pp | 69.6%+24.4pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.76%-314.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $619 | $2,282-72.9% | $3,827-83.8% | $2,381-74.0% |
| Participant deferral / active EE | $1,466 | $3,469-57.7% | $4,672-68.6% | $3,470-57.7% |
| Admin fee / account holder | $77 | $5,664-98.6% | $8,548-99.1% | $4,887-98.4% |