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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 | $1,272 | $82,314-98.5% | $68,808-98.2% | $134,532-99.1% |
| Participation rate | 81.8% | 75.1%+6.8pp | 69.0%+12.8pp | 81.2%+0.6pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $577 | $3,301-82.5% | $2,656-78.3% | $4,741-87.8% |
| Participant deferral / active EE | $577 | $4,740-87.8% | $3,942-85.4% | $6,401-91.0% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |