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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 | $3,498 | $108,882-96.8% | $96,754-96.4% | $154,746-97.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.68% | 98.39%-81.7pp | 82.04%-65.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,352 | $5,323-55.8% | $4,758-50.6% | $6,730-65.1% |
| Admin fee / account holder | $43 | $10,200-99.6% | $8,905-99.5% | $14,365-99.7% |