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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 | $5,792 | $58,241-90.1% | $81,780-92.9% | $80,911-92.8% |
| Participation rate | 78.6% | 63.4%+15.1pp | 72.4%+6.2pp | 67.6%+10.9pp |
| Annual return | 17.76% | 41.73%-24.0pp | 776.27%-758.5pp | 35.63%-17.9pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,566 | $3,283-52.3% | $4,321-63.8% | $4,297-63.6% |
| Admin fee / account holder | $182 | $4,973-96.3% | $7,384-97.5% | $6,935-97.4% |