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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 | $407 | $34,316-98.8% | $74,722-99.5% | $72,975-99.4% |
| Participation rate | 75.9% | 42.4%+33.5pp | 54.5%+21.5pp | 69.5%+6.5pp |
| Annual return | 0.00% | 26.58%-26.6pp | 753.11%-753.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $118 | $692-82.9% | $1,084-89.1% | $2,440-95.2% |
| Participant deferral / active EE | $215 | $1,272-83.1% | $1,963-89.1% | $3,608-94.0% |
| Admin fee / account holder | $0 | $2,125-100.0% | $3,335-100.0% | $5,124-100.0% |