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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 | $983 | $54,380-98.2% | $68,509-98.6% | $59,633-98.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 12.55% | 2.83%+9.7pp | 8.27%+4.3pp | 2041.45%-2028.9pp |
| Employer contribution / active EE | $54 | $1,539-96.5% | $2,278-97.6% | $2,203-97.6% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $43 | $3,885-98.9% | $5,275-99.2% | $4,297-99.0% |