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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 | $631 | $48,235-98.7% | $68,803-99.1% | $68,490-99.1% |
| Participation rate | 78.6% | 60.7%+17.9pp | 69.0%+9.6pp | 67.9%+10.7pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $547 | $2,867-80.9% | $3,942-86.1% | $4,028-86.4% |
| Admin fee / account holder | $1 | $4,361-100.0% | $4,936-100.0% | $5,403-100.0% |