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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 | $5,734 | $30,732-81.3% | $59,496-90.4% | $59,633-90.4% |
| Participation rate | 70.6% | 43.2%+27.4pp | 54.6%+16.0pp | 68.7%+1.9pp |
| Annual return | 6.05% | 4.47%+1.6pp | 182.05%-176.0pp | 2041.45%-2035.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $833 | $1,183-29.6% | $1,829-54.5% | $3,192-73.9% |
| Admin fee / account holder | $63 | $2,136-97.0% | $2,232-97.2% | $4,297-98.5% |