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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 | $2,876 | $81,870-96.5% | $119,622-97.6% | $68,486-95.8% |
| Participation rate | 84.8% | 71.9%+13.0pp | 79.3%+5.6pp | 67.9%+17.0pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,189 | $2,692-55.8% | $4,232-71.9% | $2,597-54.2% |
| Participant deferral / active EE | $1,276 | $4,148-69.2% | $5,601-77.2% | $4,028-68.3% |
| Admin fee / account holder | $61 | $6,583-99.1% | $10,328-99.4% | $5,404-98.9% |