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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 | $5,571 | $82,674-93.3% | $125,363-95.6% | $68,495-91.9% |
| Participation rate | 74.2% | 75.0%-0.9pp | 82.4%-8.2pp | 67.9%+6.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,073 | $3,382-68.3% | $4,815-77.7% | $2,596-58.7% |
| Participant deferral / active EE | $2,124 | $6,111-65.2% | $7,447-71.5% | $4,028-47.3% |
| Admin fee / account holder | $183 | $6,276-97.1% | $10,005-98.2% | $5,403-96.6% |