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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 | $3,741 | $57,305-93.5% | $86,640-95.7% | $75,173-95.0% |
| Participation rate | 76.0% | 63.2%+12.8pp | 71.7%+4.3pp | 67.2%+8.8pp |
| Annual return | 22.40% | 2674.24%-2651.8pp | 592.52%-570.1pp | 160.72%-138.3pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,759 | $3,320-47.0% | $4,438-60.4% | $4,126-57.4% |
| Admin fee / account holder | $191 | $4,116-95.4% | $5,616-96.6% | $5,651-96.6% |