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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 | $2,774 | $117,829-97.6% | $102,423-97.3% | $145,877-98.1% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 0.00% | 31.83%-31.8pp | 29.42%-29.4pp | 551.28%-551.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,328 | $5,732-76.8% | $5,054-73.7% | $6,691-80.1% |
| Admin fee / account holder | $32 | $13,335-99.8% | $9,455-99.7% | $13,402-99.8% |