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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 | $4,080 | $59,107-93.1% | $86,439-95.3% | $68,495-94.0% |
| Participation rate | 84.5% | 75.2%+9.3pp | 80.3%+4.2pp | 67.9%+16.6pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4395.55%-4395.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $776 | $2,519-69.2% | $3,769-79.4% | $2,596-70.1% |
| Participant deferral / active EE | $1,931 | $5,901-67.3% | $6,952-72.2% | $4,028-52.1% |
| Admin fee / account holder | $12 | $5,637-99.8% | $6,732-99.8% | $5,403-99.8% |