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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 | $5,516 | $93,589-94.1% | $135,942-95.9% | $75,181-92.7% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $1,008 | $3,537-71.5% | $4,858-79.2% | $2,671-62.3% |
| Participant deferral / active EE | $2,458 | $6,405-61.6% | $7,759-68.3% | $4,126-40.4% |
| Admin fee / account holder | $156 | $6,977-97.8% | $10,764-98.5% | $5,650-97.2% |