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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 | $3,099 | $71,872-95.7% | $86,691-96.4% | $68,495-95.5% |
| Participation rate | 71.7% | 72.2%-0.6pp | 76.6%-4.9pp | 67.9%+3.8pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.94%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $964 | $2,173-55.6% | $2,837-66.0% | $2,596-62.9% |
| Participant deferral / active EE | $1,252 | $3,779-66.9% | $4,656-73.1% | $4,028-68.9% |
| Admin fee / account holder | $4 | $6,112-99.9% | $7,492-99.9% | $5,403-99.9% |