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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 | $735 | $45,566-98.4% | $64,105-98.9% | $59,633-98.8% |
| Participation rate | 81.4% | 60.2%+21.2pp | 68.2%+13.2pp | 68.7%+12.7pp |
| Annual return | -2.38% | 4.95%-7.3pp | 791.24%-793.6pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $508 | $2,057-75.3% | $2,822-82.0% | $3,192-84.1% |
| Admin fee / account holder | $31 | $3,268-99.0% | $4,499-99.3% | $4,297-99.3% |