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Employer 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 | $4,952 | $110,137-95.5% | $161,149-96.9% | $82,637-94.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 0.00% | 20.69%-20.7pp | 21.16%-21.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,626 | $4,575-42.6% | $6,153-57.3% | $4,126-36.4% |
| Admin fee / account holder | $9 | $9,467-99.9% | $15,194-99.9% | $7,339-99.9% |