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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 | $3,739 | $142,409-97.4% | $119,634-96.9% | $134,545-97.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,028 | $5,224-80.3% | $4,232-75.7% | $4,742-78.3% |
| Participant deferral / active EE | $2,080 | $6,468-67.8% | $5,601-62.9% | $6,401-67.5% |
| Admin fee / account holder | $27 | $13,594-99.8% | $10,329-99.7% | $11,431-99.8% |