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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 | $545 | $42,910-98.7% | $60,919-99.1% | $68,490-99.2% |
| Participation rate | 76.7% | 66.8%+9.9pp | 73.1%+3.6pp | 67.9%+8.8pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.96%-17.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $489 | $2,866-82.9% | $3,814-87.2% | $4,028-87.9% |
| Admin fee / account holder | $37 | $3,104-98.8% | $3,228-98.9% | $5,403-99.3% |