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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 | $891 | $58,523-98.5% | $99,475-99.1% | $72,975-98.8% |
| Participation rate | 87.2% | 64.6%+22.6pp | 73.8%+13.3pp | 69.5%+17.7pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $821 | $2,606-68.5% | $3,619-77.3% | $3,608-77.2% |
| Admin fee / account holder | $32 | $4,102-99.2% | $6,252-99.5% | $5,124-99.4% |