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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 | $4,143 | $52,911-92.2% | $73,309-94.3% | $59,633-93.1% |
| Participation rate | 82.6% | 68.2%+14.3pp | 74.9%+7.6pp | 68.7%+13.9pp |
| Annual return | -1.11% | 12.20%-13.3pp | 5.67%-6.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,903 | $4,069-53.2% | $4,991-61.9% | $3,192-40.4% |
| Admin fee / account holder | $29 | $3,835-99.2% | $5,635-99.5% | $4,297-99.3% |