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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 | $21,509 | $127,096-83.1% | $105,736-79.7% | $135,380-84.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.26% | 4.49%-9.8pp | 6.27%-11.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $3,333 | $4,107-18.8% | $3,268+2.0% | $4,779-30.2% |
| Participant deferral / active EE | $1,199 | $5,064-76.3% | $4,080-70.6% | $5,609-78.6% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |