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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 | $4,821 | $81,870-94.1% | $119,622-96.0% | $68,486-93.0% |
| Participation rate | 88.2% | 71.9%+16.3pp | 79.3%+9.0pp | 67.9%+20.3pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $539 | $2,692-80.0% | $4,232-87.3% | $2,597-79.3% |
| Participant deferral / active EE | $2,521 | $4,148-39.2% | $5,601-55.0% | $4,028-37.4% |
| Admin fee / account holder | $224 | $6,583-96.6% | $10,328-97.8% | $5,404-95.9% |