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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 | $305 | $53,546-99.4% | $69,890-99.6% | $68,490-99.6% |
| Participation rate | 87.3% | 64.5%+22.8pp | 70.5%+16.8pp | 67.9%+19.4pp |
| 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 | $237 | $2,957-92.0% | $3,848-93.8% | $4,028-94.1% |
| Admin fee / account holder | $0 | $4,693-100.0% | $6,267-100.0% | $5,403-100.0% |