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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 | $80 | $46,325-99.8% | $143,788-99.9% | $64,814-99.9% |
| Participation rate | 72.9% | 64.2%+8.7pp | 80.3%-7.4pp | 71.5%+1.5pp |
| Annual return | 0.00% | -10.05%+10.1pp | -0.03%0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $60 | $2,647-97.7% | $5,638-98.9% | $4,310-98.6% |
| Admin fee / account holder | $0 | $154-100.0% | $14,675-100.0% | $188-100.0% |