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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 | $5,171 | $44,425-88.4% | $67,834-92.4% | $55,167-90.6% |
| Participation rate | 84.7% | 59.7%+25.0pp | 68.8%+15.9pp | 69.0%+15.7pp |
| Annual return | 0.00% | 17.80%-17.8pp | 138.47%-138.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,880 | $2,166+33.0% | $3,160-8.8% | $3,054-5.7% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |