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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 | $14,721 | $65,364-77.5% | $92,909-84.2% | $72,975-79.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 35.83% | 42.11%-6.3pp | 109.44%-73.6pp | 81.01%-45.2pp |
| Employer contribution / active EE | $1,271 | $2,594-51.0% | $3,653-65.2% | $2,440-47.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $40 | $4,251-99.1% | $5,795-99.3% | $5,124-99.2% |