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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 | $1,132 | $65,361-98.3% | $92,903-98.8% | $72,983-98.4% |
| Participation rate | 71.0% | 68.3%+2.7pp | 76.0%-5.0pp | 69.5%+1.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.43%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $904 | $3,128-71.1% | $4,238-78.7% | $3,608-74.9% |
| Admin fee / account holder | $29 | $4,251-99.3% | $5,795-99.5% | $5,124-99.4% |