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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 | $3,856 | $171,272-97.7% | $127,803-97.0% | $152,897-97.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.0%-4.0pp | 82.5%-7.5pp |
| Annual return | 0.00% | 23.54%-23.5pp | 26.14%-26.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $1,382 | $5,451-74.6% | $4,576-69.8% | $4,764-71.0% |
| Participant deferral / active EE | $1,382 | $7,043-80.4% | $6,023-77.1% | $5,851-76.4% |
| Admin fee / account holder | $4 | $14,540-100.0% | $9,399-100.0% | $11,599-100.0% |