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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 | $606 | $80,812-99.3% | $160,784-99.6% | $82,448-99.3% |
| Participation rate | 76.5% | 66.2%+10.2pp | 77.0%-0.5pp | 68.1%+8.4pp |
| Annual return | 0.00% | 100.59%-100.6pp | 1803.92%-1803.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $535 | $4,335-87.7% | $6,293-91.5% | $4,139-87.1% |
| Admin fee / account holder | $11 | $7,695-99.9% | $9,717-99.9% | $7,234-99.9% |