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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 | $2,359 | $113,941-97.9% | $94,229-97.5% | $125,389-98.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.26% | 5.29%-6.5pp | 10.68%-11.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,003 | $4,727-78.8% | $3,587-72.0% | $4,866-79.4% |
| Participant deferral / active EE | $460 | $5,179-91.1% | $4,320-89.3% | $5,352-91.4% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |