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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 | $13,658 | $92,219-85.2% | $76,766-82.2% | $135,382-89.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.61% | 5.46%-10.1pp | 2.43%-7.0pp | 519.77%-524.4pp |
| Employer contribution / active EE | $1,000 | $3,216-68.9% | $2,485-59.8% | $4,779-79.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,851-100.0% | $5,609-100.0% |
| Admin fee / account holder | $210 | $10,749-98.0% | $6,675-96.9% | $10,829-98.1% |