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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 | $396 | $25,723-98.5% | $69,182-99.4% | $55,167-99.3% |
| Participation rate | 79.7% | 39.4%+40.2pp | 55.1%+24.6pp | 69.0%+10.7pp |
| Annual return | 0.00% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.2pp |
| Employer contribution / active EE | $102 | $480-78.7% | $1,206-91.5% | $1,963-94.8% |
| Participant deferral / active EE | $215 | $963-77.7% | $1,897-88.7% | $3,054-93.0% |
| Admin fee / account holder | $0 | $365-100.0% | $2,697-100.0% | $504-100.0% |