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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 | $548 | $73,009-99.2% | $90,756-99.4% | $68,495-99.2% |
| Participation rate | 72.7% | 70.8%+1.9pp | 75.7%-3.0pp | 67.9%+4.8pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $388 | $3,626-89.3% | $4,565-91.5% | $4,028-90.4% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |