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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 | $3,188 | $91,537-96.5% | $130,045-97.5% | $75,173-95.8% |
| Participation rate | 93.1% | 71.5%+21.6pp | 78.5%+14.6pp | 67.2%+25.9pp |
| Annual return | 0.00% | -631.55%+631.5pp | -137.30%+137.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,345 | $2,845-52.7% | $4,321-68.9% | $2,671-49.6% |
| Participant deferral / active EE | $1,580 | $4,343-63.6% | $5,820-72.9% | $4,126-61.7% |
| Admin fee / account holder | $3 | $6,780-100.0% | $10,600-100.0% | $5,651-99.9% |