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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 | $2,256 | $58,258-96.1% | $81,820-97.2% | $80,925-97.2% |
| Participation rate | 79.6% | 63.5%+16.1pp | 72.4%+7.2pp | 67.7%+11.9pp |
| Annual return | 14.49% | 41.76%-27.3pp | 777.93%-763.4pp | 35.65%-21.2pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $878 | $3,284-73.3% | $4,323-79.7% | $4,299-79.6% |
| Admin fee / account holder | $120 | $4,976-97.6% | $7,391-98.4% | $6,940-98.3% |