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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 | $3,649 | $73,863-95.1% | $143,797-97.5% | $68,490-94.7% |
| Participation rate | 96.4% | 66.7%+29.8pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,944 | $3,185-7.6% | $4,952-40.6% | $2,597+13.4% |
| Participant deferral / active EE | $776 | $3,385-77.1% | $5,638-86.2% | $4,028-80.7% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |