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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 | $5,531 | $46,745-88.2% | $60,547-90.9% | $52,331-89.4% |
| Participation rate | 73.0% | 58.6%+14.4pp | 68.0%+5.0pp | 68.1%+4.9pp |
| Annual return | 136.40% | 0.61%+135.8pp | 335.64%-199.2pp | 4.54%+131.9pp |
| Employer contribution / active EE | $107 | $1,259-91.5% | $2,419-95.6% | $1,882-94.3% |
| Participant deferral / active EE | $2,220 | $2,145+3.5% | $3,328-33.3% | $3,022-26.5% |
| Admin fee / account holder | $111 | $537-79.4% | $4,536-97.6% | $592-81.3% |