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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 | $3,933 | $57,305-93.1% | $86,640-95.5% | $75,173-94.8% |
| Participation rate | 81.4% | 63.2%+18.2pp | 71.7%+9.7pp | 67.2%+14.2pp |
| Annual return | 23.21% | 2674.24%-2651.0pp | 592.52%-569.3pp | 160.72%-137.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,451 | $3,320-56.3% | $4,438-67.3% | $4,126-64.8% |
| Admin fee / account holder | $41 | $4,116-99.0% | $5,616-99.3% | $5,651-99.3% |