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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 | $17,449 | $82,674-78.9% | $125,381-86.1% | $68,486-74.5% |
| Participation rate | 84.6% | 75.1%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | 20.90% | -5.97%+26.9pp | 572.31%-551.4pp | -7.85%+28.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,789 | $6,111+76.6% | $7,448+44.9% | $4,028+167.9% |
| Admin fee / account holder | $170 | $6,277-97.3% | $10,007-98.3% | $5,404-96.9% |