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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 | $3,451 | $52,279-93.4% | $89,435-96.1% | $79,856-95.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 16.88% | 22.16%-5.3pp | 245.55%-228.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $50 | $1,572-96.8% | $2,587-98.1% | $2,471-98.0% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,741-100.0% |
| Admin fee / account holder | $25 | $3,356-99.3% | $4,884-99.5% | $5,306-99.5% |