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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 | $5,102 | $56,197-90.9% | $67,652-92.5% | $59,633-91.4% |
| Participation rate | 86.9% | 71.5%+15.4pp | 75.7%+11.2pp | 68.7%+18.2pp |
| Annual return | -2.09% | 18508.10%-18510.2pp | 6625.40%-6627.5pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $292 | $1,615-81.9% | $2,266-87.1% | $2,203-86.8% |
| Participant deferral / active EE | $1,495 | $2,844-47.4% | $3,560-58.0% | $3,192-53.2% |
| Admin fee / account holder | $163 | $3,958-95.9% | $4,821-96.6% | $4,297-96.2% |