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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 | $1,592 | $45,602-96.5% | $117,498-98.6% | $66,930-97.6% |
| Participation rate | 76.7% | 57.6%+19.1pp | 70.6%+6.1pp | 69.8%+6.9pp |
| Annual return | 0.00% | -16.74%+16.7pp | 29.75%-29.8pp | 1.57%-1.6pp |
| Employer contribution / active EE | $631 | $1,579-60.0% | $4,178-84.9% | $2,545-75.2% |
| Participant deferral / active EE | $798 | $2,845-71.9% | $4,071-80.4% | $4,238-81.2% |
| Admin fee / account holder | $61 | $661-90.8% | $5,646-98.9% | $593-89.8% |