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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 | $902 | $73,863-98.8% | $143,797-99.4% | $68,490-98.7% |
| Participation rate | 92.2% | 66.7%+25.5pp | 80.3%+11.9pp | 67.9%+24.3pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $895 | $3,385-73.6% | $5,638-84.1% | $4,028-77.8% |
| Admin fee / account holder | $22 | $5,756-99.6% | $14,679-99.8% | $5,403-99.6% |