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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 | $1,395 | $125,237-98.9% | $105,608-98.7% | $145,877-99.0% |
| Participation rate | 81.8% | 77.7%+4.2pp | 75.3%+6.5pp | 80.3%+1.5pp |
| Annual return | 0.00% | 225.76%-225.8pp | 116.50%-116.5pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $236 | $5,711-95.9% | $5,010-95.3% | $6,691-96.5% |
| Admin fee / account holder | $3 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |