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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 | $58,848-91.6% | $88,179-94.4% | $82,637-94.0% |
| Participation rate | 79.5% | 57.9%+21.6pp | 69.1%+10.3pp | 68.1%+11.4pp |
| Annual return | 116.53% | 22.76%+93.8pp | 64.97%+51.6pp | 53.51%+63.0pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,297 | $3,124-58.5% | $4,614-71.9% | $4,126-68.6% |
| Admin fee / account holder | $224 | $4,795-95.3% | $7,673-97.1% | $7,339-96.9% |