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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 | $97,864 | $267,312-63.4% | $245,396-60.1% | $233,076-58.0% |
| Participation rate | 100.0% | 51.5%+48.5pp | 43.0%+57.0pp | 46.4%+53.6pp |
| Annual return | 0.93% | -1035.07%+1036.0pp | -752.26%+753.2pp | -82.67%+83.6pp |
| Employer contribution / active EE | $15,698 | $39,756-60.5% | $31,802-50.6% | $43,771-64.1% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |