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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 | $1,337 | $74,535-98.2% | $100,712-98.7% | $82,637-98.4% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.3%+7.6pp | 68.1%+8.9pp |
| Annual return | 0.00% | 18.92%-18.9pp | 33.27%-33.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,022 | $3,074-66.7% | $4,085-75.0% | $4,126-75.2% |
| Admin fee / account holder | $50 | $6,576-99.2% | $9,256-99.5% | $7,339-99.3% |