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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 | $2,423 | $93,598-97.4% | $135,974-98.2% | $75,173-96.8% |
| Participation rate | 76.3% | 75.2%+1.1pp | 81.9%-5.6pp | 67.2%+9.1pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,815 | $6,405-71.7% | $7,760-76.6% | $4,126-56.0% |
| Admin fee / account holder | $5 | $6,978-99.9% | $10,767-100.0% | $5,651-99.9% |