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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 | $1,857 | $105,867-98.2% | $90,760-98.0% | $134,532-98.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.00% | -10.99%+11.0pp | -12.16%+12.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $736 | $3,464-78.8% | $2,922-74.8% | $4,741-84.5% |
| Participant deferral / active EE | $1,415 | $5,217-72.9% | $4,565-69.0% | $6,401-77.9% |
| Admin fee / account holder | $226 | $13,936-98.4% | $8,444-97.3% | $11,429-98.0% |