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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 | $1,993 | $142,392-98.6% | $119,622-98.3% | $134,532-98.5% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,206 | $5,224-76.9% | $4,232-71.5% | $4,741-74.6% |
| Participant deferral / active EE | $1,206 | $6,467-81.4% | $5,601-78.5% | $6,401-81.2% |
| Admin fee / account holder | $111 | $13,593-99.2% | $10,328-98.9% | $11,429-99.0% |