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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 | $22,037 | $82,028-73.1% | $123,105-82.1% | $59,633-63.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 1.35% | 5.12%-3.8pp | 13.22%-11.9pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $2,532 | $3,297-23.2% | $5,151-50.8% | $2,203+15.0% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $80 | $5,879-98.6% | $9,014-99.1% | $4,297-98.1% |