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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 | $51,184-95.7% | $66,439-96.7% | $86,983-97.5% |
| Participation rate | 90.2% | 68.5%+21.7pp | 74.5%+15.7pp | 69.5%+20.7pp |
| Annual return | 0.00% | 17.07%-17.1pp | 757.66%-757.7pp | 25.83%-25.8pp |
| Employer contribution / active EE | $1,006 | $2,023-50.3% | $2,637-61.8% | $2,584-61.1% |
| Participant deferral / active EE | $919 | $2,927-68.6% | $3,876-76.3% | $4,194-78.1% |
| Admin fee / account holder | $58 | $4,154-98.6% | $6,173-99.1% | $7,856-99.3% |