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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 | $13,048 | $102,393-87.3% | $147,041-91.1% | $80,911-83.9% |
| Participation rate | 92.9% | 75.9%+17.1pp | 82.2%+10.8pp | 67.6%+25.3pp |
| Annual return | 15.02% | 134.95%-119.9pp | 419.21%-404.2pp | 35.63%-20.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,213 | $6,647-51.7% | $8,071-60.2% | $4,297-25.2% |
| Admin fee / account holder | $299 | $7,943-96.2% | $13,006-97.7% | $6,935-95.7% |