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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 | $2,833 | $82,678-96.6% | $125,391-97.7% | $68,490-95.9% |
| Participation rate | 71.1% | 75.1%-4.0pp | 82.4%-11.3pp | 67.9%+3.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,371 | $6,111-61.2% | $7,448-68.2% | $4,028-41.1% |
| Admin fee / account holder | $77 | $6,277-98.8% | $10,009-99.2% | $5,403-98.6% |