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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 | $959 | $51,202-98.1% | $70,548-98.6% | $75,181-98.7% |
| Participation rate | 75.0% | 61.0%+14.0pp | 68.3%+6.7pp | 67.2%+7.8pp |
| Annual return | 0.00% | 30.05%-30.1pp | 32.78%-32.8pp | 160.69%-160.7pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $762 | $2,850-73.3% | $4,567-83.3% | $4,126-81.5% |
| Admin fee / account holder | $3 | $4,094-99.9% | $6,424-100.0% | $5,650-100.0% |