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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 | $2,386 | $142,361-98.3% | $119,608-98.0% | $134,509-98.2% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,030 | $5,224-80.3% | $4,232-75.7% | $4,741-78.3% |
| Participant deferral / active EE | $2,046 | $6,468-68.4% | $5,601-63.5% | $6,400-68.0% |
| Admin fee / account holder | $104 | $13,588-99.2% | $10,326-99.0% | $11,427-99.1% |