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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 | $4,962 | $58,057-91.5% | $97,032-94.9% | $86,983-94.3% |
| Participation rate | 79.5% | 60.4%+19.1pp | 71.6%+7.9pp | 69.5%+9.9pp |
| Annual return | 116.53% | 22.26%+94.3pp | 35.38%+81.2pp | 25.83%+90.7pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,297 | $3,244-60.0% | $4,672-72.3% | $4,194-69.1% |
| Admin fee / account holder | $224 | $4,839-95.4% | $9,418-97.6% | $7,856-97.1% |