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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 | $123,478-96.0% | $216,567-97.7% | $94,015-94.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 0.00% | 23.61%-23.6pp | 12.94%-12.9pp | 17.84%-17.8pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,626 | $4,556-42.4% | $6,191-57.6% | $4,249-38.2% |
| Admin fee / account holder | $9 | $12,753-99.9% | $21,981-100.0% | $8,951-99.9% |