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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 | $21,579 | $131,835-83.6% | $108,582-80.1% | $273,972-92.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.65% | -91.57%+99.2pp | -51.70%+59.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $325 | $4,913-93.4% | $3,758-91.4% | $4,869-93.3% |
| Participant deferral / active EE | $1,559 | $5,127-69.6% | $4,311-63.8% | $5,287-70.5% |
| Admin fee / account holder | $37 | $10,253-99.6% | $7,645-99.5% | $10,133-99.6% |