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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 | $2,055 | $97,078-97.9% | $103,065-98.0% | $145,897-98.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 25.49%-25.5pp | 23.95%-24.0pp | 552.29%-552.3pp |
| Employer contribution / active EE | $1,104 | $4,680-76.4% | $4,675-76.4% | $4,663-76.3% |
| Participant deferral / active EE | $1,378 | $6,601-79.1% | $6,625-79.2% | $6,689-79.4% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,349-100.0% | $13,390-100.0% |