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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 | $5,259 | $167,323-96.9% | $143,770-96.3% | $134,493-96.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -0.64% | 0.47%-1.1pp | -0.04%-0.6pp | 418.01%-418.7pp |
| Employer contribution / active EE | $2,298 | $5,619-59.1% | $4,951-53.6% | $4,740-51.5% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,425-100.0% |