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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 | $461 | $51,638-99.1% | $68,368-99.3% | $82,448-99.4% |
| Participation rate | 73.3% | 63.6%+9.7pp | 73.8%-0.4pp | 68.1%+5.3pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $424 | $2,914-85.5% | $4,123-89.7% | $4,139-89.8% |
| Admin fee / account holder | $55 | $4,643-98.8% | $5,150-98.9% | $7,234-99.2% |