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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 | $5,460 | $73,839-92.6% | $143,788-96.2% | $68,495-92.0% |
| Participation rate | 96.3% | 66.7%+29.6pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -15.70% | 1.01%-16.7pp | -0.03%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,601 | $3,384-52.7% | $5,638-71.6% | $4,028-60.3% |
| Admin fee / account holder | $66 | $5,755-98.8% | $14,675-99.5% | $5,403-98.8% |