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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 | $4,866 | $203,436-97.6% | $152,466-96.8% | $167,518-97.1% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.2%+5.1pp | 82.1%+1.2pp |
| Annual return | 0.00% | 13.80%-13.8pp | 757.33%-757.3pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,898 | $5,220-63.6% | $4,327-56.1% | $4,838-60.8% |
| Participant deferral / active EE | $2,148 | $6,716-68.0% | $5,820-63.1% | $6,342-66.1% |
| Admin fee / account holder | $1 | $22,506-100.0% | $15,805-100.0% | $12,312-100.0% |