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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 | $10,241 | $100,792-89.8% | $86,691-88.2% | $134,509-92.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.47% | 29.08%-48.5pp | 35.94%-55.4pp | 418.13%-437.6pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,379 | $5,339+19.5% | $4,656+37.0% | $6,400-0.3% |
| Admin fee / account holder | $148 | $10,924-98.6% | $7,492-98.0% | $11,427-98.7% |