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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 | $2,217 | $50,554-95.6% | $67,681-96.7% | $87,485-97.5% |
| Participation rate | 90.2% | 67.7%+22.5pp | 73.7%+16.5pp | 68.9%+21.3pp |
| Annual return | 0.00% | 17.81%-17.8pp | 590.58%-590.6pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,006 | $1,988-49.4% | $2,678-62.4% | $2,596-61.2% |
| Participant deferral / active EE | $919 | $2,961-68.9% | $3,976-76.9% | $4,274-78.5% |
| Admin fee / account holder | $58 | $4,132-98.6% | $6,100-99.0% | $7,775-99.2% |