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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 | $15,395 | $46,877-67.2% | $122,354-87.4% | $70,126-78.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 24.22%-24.2pp | 30.28%-30.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $581 | $2,167-73.2% | $3,287-82.3% | $3,332-82.6% |
| Admin fee / account holder | $14 | $3,324-99.6% | $5,479-99.7% | $4,645-99.7% |