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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 | $441 | $85,171-99.5% | $172,752-99.7% | $72,975-99.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 47.95% | 27.32%+20.6pp | 802.97%-755.0pp | 81.01%-33.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $333 | $3,260-89.8% | $5,198-93.6% | $3,608-90.8% |
| Admin fee / account holder | $1 | $5,880-100.0% | $13,955-100.0% | $5,124-100.0% |