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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 | $7,078 | $77,817-90.9% | $123,553-94.3% | $64,173-89.0% |
| Participation rate | 76.9% | 74.7%+2.2pp | 82.3%-5.4pp | 69.6%+7.4pp |
| Annual return | -7.13% | 12.49%-19.6pp | 119.21%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,943 | $5,240-43.8% | $6,426-54.2% | $3,470-15.2% |
| Admin fee / account holder | $273 | $5,519-95.0% | $9,284-97.1% | $4,887-94.4% |