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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 | $1,298 | $76,912-98.3% | $129,110-99.0% | $68,495-98.1% |
| Participation rate | 80.0% | 69.1%+10.9pp | 77.3%+2.7pp | 67.9%+12.1pp |
| Annual return | 0.00% | -9.78%+9.8pp | -10.94%+10.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,052-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,315 | $4,732-72.2% | $6,542-79.9% | $4,028-67.3% |
| Admin fee / account holder | $56 | $6,638-99.2% | $14,302-99.6% | $5,403-99.0% |