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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 | $219 | $39,195-99.4% | $98,775-99.8% | $79,391-99.7% |
| Participation rate | 81.4% | 59.8%+21.6pp | 65.7%+15.6pp | 70.7%+10.6pp |
| Annual return | 0.00% | 19.95%-20.0pp | 49.92%-49.9pp | 116.88%-116.9pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $2,067-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $208 | $2,333-91.1% | $3,035-93.1% | $4,046-94.9% |
| Admin fee / account holder | $6 | $365-98.3% | $4,076-99.8% | $627-99.0% |