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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 | $12,081 | $15,875-23.9% | $209,859-94.2% | $52,729-77.1% |
| Participation rate | 100.0% | 50.0%+50.0pp | 42.7%+57.3pp | 12.6%+87.4pp |
| Annual return | 0.00% | 3.12%-3.1pp | 4.16%-4.2pp | 4.56%-4.6pp |
| Employer contribution / active EE | $2,559 | $10,957-76.6% | $29,966-91.5% | $15,526-83.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |