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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 | $978 | $63,346-98.5% | $92,240-98.9% | $70,126-98.6% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 0.00% | 530.19%-530.2pp | 176.29%-176.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $595 | $2,471-75.9% | $3,680-83.8% | $2,343-74.6% |
| Participant deferral / active EE | $460 | $2,854-83.9% | $3,897-88.2% | $3,332-86.2% |
| Admin fee / account holder | $1 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |