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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 | $8,577 | $50,947-83.2% | $74,549-88.5% | $64,173-86.6% |
| Participation rate | 71.4% | 61.1%+10.4pp | 69.1%+2.3pp | 69.6%+1.9pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,182 | $2,302-5.2% | $3,108-29.8% | $3,470-37.1% |
| Admin fee / account holder | $28 | $4,221-99.3% | $5,059-99.4% | $4,887-99.4% |