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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 | $1,622 | $124,298-98.7% | $109,152-98.5% | $167,497-99.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 0.00% | 26.04%-26.0pp | 25.75%-25.8pp | 478.62%-478.6pp |
| Employer contribution / active EE | $0 | $4,208-100.0% | $3,722-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,390 | $5,256-73.6% | $4,653-70.1% | $6,341-78.1% |
| Admin fee / account holder | $0 | $7,971-100.0% | $6,753-100.0% | $12,310-100.0% |