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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 | $7,840 | $61,660-87.3% | $80,022-90.2% | $64,173-87.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -1.48% | -0.33%-1.1pp | 11.22%-12.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $1,909 | $1,810+5.4% | $2,468-22.6% | $2,381-19.8% |
| Participant deferral / active EE | $140 | $2,968-95.3% | $3,686-96.2% | $3,470-96.0% |
| Admin fee / account holder | $260 | $5,417-95.2% | $6,521-96.0% | $4,887-94.7% |