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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 | $4,004 | $57,312-93.0% | $86,617-95.4% | $75,181-94.7% |
| Participation rate | 78.1% | 63.2%+14.9pp | 71.7%+6.4pp | 67.2%+10.9pp |
| Annual return | 19.51% | 2672.78%-2653.3pp | 591.91%-572.4pp | 160.69%-141.2pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,410 | $3,319-57.5% | $4,437-68.2% | $4,126-65.8% |
| Admin fee / account holder | $141 | $4,114-96.6% | $5,613-97.5% | $5,650-97.5% |