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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 | $2,096 | $81,870-97.4% | $119,634-98.2% | $68,490-96.9% |
| Participation rate | 93.3% | 71.9%+21.4pp | 79.3%+14.1pp | 67.9%+25.4pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $772 | $2,692-71.3% | $4,232-81.8% | $2,597-70.3% |
| Participant deferral / active EE | $1,454 | $4,148-64.9% | $5,601-74.0% | $4,028-63.9% |
| Admin fee / account holder | $75 | $6,583-98.9% | $10,329-99.3% | $5,403-98.6% |