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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 | $2,150 | $112,121-98.1% | $95,960-97.8% | $158,966-98.6% |
| Participation rate | 73.3% | 79.0%-5.7pp | 77.1%-3.7pp | 82.0%-8.6pp |
| Annual return | 0.00% | 171.16%-171.2pp | 91.63%-91.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,373 | $4,784-71.3% | $4,167-67.1% | $5,983-77.1% |
| Admin fee / account holder | $3 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |