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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 | $1,200 | $54,355-97.8% | $82,744-98.5% | $68,486-98.2% |
| Participation rate | 85.3% | 63.9%+21.4pp | 72.6%+12.7pp | 67.9%+17.4pp |
| Annual return | -17.56% | -13.67%-3.9pp | 702.22%-719.8pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $467 | $3,246-85.6% | $4,395-89.4% | $4,028-88.4% |
| Admin fee / account holder | $14 | $4,397-99.7% | $5,325-99.7% | $5,404-99.7% |