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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 | $9,212 | $142,392-93.5% | $119,622-92.3% | $134,532-93.2% |
| Participation rate | 90.5% | 82.8%+7.6pp | 79.3%+11.2pp | 81.2%+9.2pp |
| Annual return | -17.39% | -12.46%-4.9pp | -14.98%-2.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,332 | $5,224-74.5% | $4,232-68.5% | $4,741-71.9% |
| Participant deferral / active EE | $1,835 | $6,467-71.6% | $5,601-67.2% | $6,401-71.3% |
| Admin fee / account holder | $110 | $13,593-99.2% | $10,328-98.9% | $11,429-99.0% |