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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 | $5,204 | $73,863-93.0% | $143,797-96.4% | $68,490-92.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.50% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,655 | $3,385-21.6% | $5,638-52.9% | $4,028-34.1% |
| Admin fee / account holder | $25 | $5,756-99.6% | $14,679-99.8% | $5,403-99.5% |