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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 | $2,351 | $71,534-96.7% | $98,462-97.6% | $71,529-96.7% |
| Participation rate | 81.2% | 72.7%+8.5pp | 75.2%+6.0pp | 67.9%+13.3pp |
| Annual return | 0.00% | 32.44%-32.4pp | 21.17%-21.2pp | 28.97%-29.0pp |
| Employer contribution / active EE | $688 | $2,399-71.3% | $3,049-77.4% | $2,590-73.5% |
| Participant deferral / active EE | $1,236 | $4,109-69.9% | $4,738-73.9% | $4,291-71.2% |
| Admin fee / account holder | $11 | $1,677-99.3% | $8,875-99.9% | $1,588-99.3% |