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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 | $2,875 | $49,177-94.2% | $79,467-96.4% | $64,173-95.5% |
| Participation rate | 84.9% | 65.0%+19.9pp | 73.3%+11.6pp | 69.6%+15.3pp |
| Annual return | -8.02% | -1.16%-6.9pp | 718.30%-726.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,007 | $2,821-64.3% | $3,704-72.8% | $3,470-71.0% |
| Admin fee / account holder | $144 | $3,839-96.3% | $5,104-97.2% | $4,887-97.1% |