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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 | $1,746 | $52,519-96.7% | $155,789-98.9% | $59,633-97.1% |
| Participation rate | 78.6% | 61.7%+16.9pp | 76.1%+2.5pp | 68.7%+9.9pp |
| Annual return | 0.00% | 53.51%-53.5pp | 71.54%-71.5pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $618 | $1,589-61.1% | $3,839-83.9% | $2,203-71.9% |
| Participant deferral / active EE | $885 | $3,084-71.3% | $4,798-81.5% | $3,192-72.3% |
| Admin fee / account holder | $0 | $3,540-100.0% | $7,477-100.0% | $4,297-100.0% |