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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 | $12,368 | $124,346-90.1% | $111,308-88.9% | $167,536-92.6% |
| Participation rate | 70.6% | 79.6%-9.0pp | 77.3%-6.7pp | 82.1%-11.5pp |
| Annual return | 33.38% | 37.45%-4.1pp | 54.67%-21.3pp | 478.82%-445.4pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,659 | $5,182-10.1% | $4,487+3.8% | $6,342-26.5% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |