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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 | $5,246 | $113,941-95.4% | $94,229-94.4% | $125,389-95.8% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,140 | $4,727-33.6% | $3,587-12.4% | $4,866-35.5% |
| Participant deferral / active EE | $1,296 | $5,179-75.0% | $4,320-70.0% | $5,352-75.8% |
| Admin fee / account holder | $1 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |