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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 | $566 | $105,210-99.5% | $159,487-99.6% | $85,851-99.3% |
| Participation rate | 76.3% | 75.8%+0.5pp | 82.8%-6.6pp | 69.3%+6.9pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.71%-263.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $491 | $5,946-91.7% | $7,354-93.3% | $3,952-87.6% |
| Admin fee / account holder | $61 | $6,934-99.1% | $10,804-99.4% | $6,261-99.0% |