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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 | $7,583 | $59,813-87.3% | $79,580-90.5% | $68,486-88.9% |
| Participation rate | 80.8% | 61.1%+19.8pp | 69.5%+11.3pp | 67.9%+12.9pp |
| Annual return | -7.86% | -12.30%+4.4pp | 0.15%-8.0pp | -7.85%0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,995 | $3,024+65.2% | $3,985+25.3% | $4,028+24.0% |
| Admin fee / account holder | $47 | $4,835-99.0% | $6,835-99.3% | $5,404-99.1% |