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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 | $16,928 | $78,694-78.5% | $67,652-75.0% | $125,389-86.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.71% | 9.46%-12.2pp | 6625.40%-6628.1pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $893 | $4,292-79.2% | $3,560-74.9% | $5,352-83.3% |
| Admin fee / account holder | $11 | $7,403-99.8% | $4,821-99.8% | $9,541-99.9% |