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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 | $1,612 | $82,314-98.0% | $68,808-97.7% | $134,532-98.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $764 | $3,301-76.8% | $2,656-71.2% | $4,741-83.9% |
| Participant deferral / active EE | $845 | $4,740-82.2% | $3,942-78.6% | $6,401-86.8% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |