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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 | $771 | $24,618-96.9% | $71,585-98.9% | $82,637-99.1% |
| Participation rate | 88.7% | 68.2%+20.5pp | 68.2%+20.6pp | 68.1%+20.7pp |
| Annual return | 0.00% | 93.17%-93.2pp | 59.26%-59.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $360 | $852-57.7% | $1,669-78.4% | $2,552-85.9% |
| Participant deferral / active EE | $558 | $1,720-67.6% | $2,923-80.9% | $4,126-86.5% |
| Admin fee / account holder | $70 | $3,285-97.9% | $4,712-98.5% | $7,339-99.0% |