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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 | $15,627 | $100,792-84.5% | $86,691-82.0% | $134,509-88.4% |
| Participation rate | 81.0% | 78.9%+2.0pp | 76.6%+4.4pp | 81.2%-0.3pp |
| Annual return | -20.22% | 29.08%-49.3pp | 35.94%-56.2pp | 418.13%-438.4pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,897 | $5,339+29.2% | $4,656+48.1% | $6,400+7.8% |
| Admin fee / account holder | $67 | $10,924-99.4% | $7,492-99.1% | $11,427-99.4% |