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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 | $420 | $53,546-99.2% | $69,890-99.4% | $68,490-99.4% |
| Participation rate | 90.7% | 64.5%+26.2pp | 70.5%+20.3pp | 67.9%+22.8pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.84%-190.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $456 | $2,957-84.6% | $3,848-88.2% | $4,028-88.7% |
| Admin fee / account holder | $11 | $4,693-99.8% | $6,267-99.8% | $5,403-99.8% |