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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 | $795 | $73,848-98.9% | $143,799-99.4% | $68,486-98.8% |
| Participation rate | 95.6% | 66.7%+28.9pp | 80.3%+15.2pp | 67.9%+27.7pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $399 | $3,184-87.5% | $4,952-91.9% | $2,597-84.6% |
| Participant deferral / active EE | $404 | $3,385-88.1% | $5,638-92.8% | $4,028-90.0% |
| Admin fee / account holder | $1 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |