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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 | $1,218 | $45,872-97.3% | $77,081-98.4% | $68,495-98.2% |
| Participation rate | 85.4% | 55.9%+29.5pp | 67.9%+17.5pp | 67.9%+17.5pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.33%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $495 | $1,650-70.0% | $2,813-82.4% | $2,596-80.9% |
| Participant deferral / active EE | $569 | $2,963-80.8% | $4,428-87.2% | $4,028-85.9% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,427-100.0% | $5,403-100.0% |