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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 | $2,701 | $89,370-97.0% | $141,197-98.1% | $72,976-96.3% |
| Participation rate | 82.1% | 75.1%+7.0pp | 82.5%-0.3pp | 69.5%+12.7pp |
| Annual return | 0.00% | 111.88%-111.9pp | 71.41%-71.4pp | 81.02%-81.0pp |
| Employer contribution / active EE | $920 | $3,115-70.5% | $4,736-80.6% | $2,440-62.3% |
| Participant deferral / active EE | $1,493 | $5,419-72.5% | $6,710-77.8% | $3,608-58.6% |
| Admin fee / account holder | $41 | $5,957-99.3% | $10,265-99.6% | $5,124-99.2% |