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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 | $2,741 | $73,009-96.2% | $90,756-97.0% | $68,495-96.0% |
| Participation rate | 93.5% | 70.8%+22.6pp | 75.7%+17.8pp | 67.9%+25.6pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,929 | $2,193-12.0% | $2,922-34.0% | $2,596-25.7% |
| Participant deferral / active EE | $1,141 | $3,626-68.5% | $4,565-75.0% | $4,028-71.7% |
| Admin fee / account holder | $100 | $5,896-98.3% | $8,445-98.8% | $5,403-98.2% |