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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 | $397 | $81,870-99.5% | $119,622-99.7% | $68,486-99.4% |
| Participation rate | 91.5% | 71.9%+19.6pp | 79.3%+12.2pp | 67.9%+23.6pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $537 | $4,148-87.1% | $5,601-90.4% | $4,028-86.7% |
| Admin fee / account holder | $178 | $6,583-97.3% | $10,328-98.3% | $5,404-96.7% |