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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 | $715 | $48,267-98.5% | $68,794-99.0% | $68,495-99.0% |
| Participation rate | 85.9% | 60.7%+25.3pp | 69.0%+16.9pp | 67.9%+18.0pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $411 | $1,829-77.5% | $2,656-84.5% | $2,596-84.2% |
| Participant deferral / active EE | $754 | $2,867-73.7% | $3,941-80.9% | $4,028-81.3% |
| Admin fee / account holder | $138 | $4,362-96.8% | $4,934-97.2% | $5,403-97.4% |