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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 | $7,757 | $78,694-90.1% | $67,652-88.5% | $125,389-93.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.04% | 9.46%-10.5pp | 6625.40%-6626.4pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,144 | $3,044-62.4% | $2,266-49.5% | $4,866-76.5% |
| Participant deferral / active EE | $1,235 | $4,292-71.2% | $3,560-65.3% | $5,352-76.9% |
| Admin fee / account holder | $158 | $7,403-97.9% | $4,821-96.7% | $9,541-98.3% |