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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 | $22,229 | $82,028-72.9% | $123,105-81.9% | $59,633-62.7% |
| Participation rate | 84.6% | 83.2%+1.4pp | 86.8%-2.2pp | 68.7%+15.9pp |
| Annual return | -1.64% | 5.12%-6.8pp | 13.22%-14.9pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $1,207 | $3,297-63.4% | $5,151-76.6% | $2,203-45.2% |
| Participant deferral / active EE | $1,956 | $4,667-58.1% | $6,229-68.6% | $3,192-38.7% |
| Admin fee / account holder | $82 | $5,879-98.6% | $9,014-99.1% | $4,297-98.1% |