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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 | $2,982 | $93,117-96.8% | $77,096-96.1% | $134,532-97.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.48% | 62.67%-80.1pp | 42.35%-59.8pp | 418.27%-435.7pp |
| Employer contribution / active EE | $107 | $3,420-96.9% | $2,814-96.2% | $4,741-97.8% |
| Participant deferral / active EE | $1,575 | $5,241-69.9% | $4,429-64.4% | $6,401-75.4% |
| Admin fee / account holder | $299 | $6,948-95.7% | $5,428-94.5% | $11,429-97.4% |