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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 | $1,308 | $51,202-97.4% | $70,548-98.1% | $75,181-98.3% |
| Participation rate | 81.5% | 61.0%+20.5pp | 68.3%+13.1pp | 67.2%+14.3pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.78%-32.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $508 | $1,827-72.2% | $2,975-82.9% | $2,671-81.0% |
| Participant deferral / active EE | $580 | $2,850-79.6% | $4,567-87.3% | $4,126-85.9% |
| Admin fee / account holder | $1 | $4,094-100.0% | $6,424-100.0% | $5,650-100.0% |