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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 | $2,417 | $73,848-96.7% | $143,799-98.3% | $68,486-96.5% |
| Participation rate | 94.6% | 66.7%+27.9pp | 80.3%+14.3pp | 67.9%+26.7pp |
| Annual return | -18.56% | 0.91%-19.5pp | -0.04%-18.5pp | -7.85%-10.7pp |
| Employer contribution / active EE | $693 | $3,184-78.2% | $4,952-86.0% | $2,597-73.3% |
| Participant deferral / active EE | $928 | $3,385-72.6% | $5,638-83.5% | $4,028-77.0% |
| Admin fee / account holder | $130 | $5,755-97.7% | $14,677-99.1% | $5,404-97.6% |