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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 | $3,621 | $75,962-95.2% | $154,111-97.7% | $64,173-94.4% |
| Participation rate | 81.7% | 70.4%+11.3pp | 83.0%-1.4pp | 69.6%+12.1pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.18%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,332 | $3,175-26.5% | $5,081-54.1% | $3,470-32.8% |
| Admin fee / account holder | $35 | $5,589-99.4% | $13,411-99.7% | $4,887-99.3% |