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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 | $18,357 | $154,159-88.1% | $130,026-85.9% | $139,456-86.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 0.00% | 32.50%-32.5pp | -137.26%+137.3pp | 373.45%-373.4pp |
| Employer contribution / active EE | $983 | $5,292-81.4% | $4,321-77.3% | $4,753-79.3% |
| Participant deferral / active EE | $5,861 | $6,710-12.7% | $5,821+0.7% | $6,711-12.7% |
| Admin fee / account holder | $18 | $14,001-99.9% | $10,608-99.8% | $11,407-99.8% |