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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 | $1,472 | $59,584-97.5% | $86,615-98.3% | $79,391-98.1% |
| Participation rate | 73.4% | 67.7%+5.7pp | 71.6%+1.7pp | 70.7%+2.7pp |
| Annual return | 0.00% | 23.15%-23.1pp | 63.51%-63.5pp | 116.88%-116.9pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,496-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $805 | $3,036-73.5% | $3,699-78.2% | $4,046-80.1% |
| Admin fee / account holder | $61 | $604-89.9% | $5,830-99.0% | $627-90.2% |