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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 | $5,587 | $46,689-88.0% | $117,498-95.2% | $68,495-91.8% |
| Participation rate | 80.0% | 56.8%+23.2pp | 70.6%+9.4pp | 67.9%+12.1pp |
| Annual return | -11.55% | -14.52%+3.0pp | 29.75%-41.3pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,421 | $1,505-5.6% | $4,178-66.0% | $2,596-45.3% |
| Participant deferral / active EE | $53 | $2,637-98.0% | $4,071-98.7% | $4,028-98.7% |
| Admin fee / account holder | $5 | $4,021-99.9% | $5,646-99.9% | $5,403-99.9% |