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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 | $3,163 | $82,674-96.2% | $125,363-97.5% | $68,495-95.4% |
| Participation rate | 89.7% | 75.0%+14.6pp | 82.4%+7.3pp | 67.9%+21.8pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,400 | $3,382-58.6% | $4,815-70.9% | $2,596-46.1% |
| Participant deferral / active EE | $1,787 | $6,111-70.8% | $7,447-76.0% | $4,028-55.6% |
| Admin fee / account holder | $85 | $6,276-98.7% | $10,005-99.2% | $5,403-98.4% |