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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 | $5,185 | $88,596-94.1% | $70,098-92.6% | $134,509-96.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.76%-190.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,093 | $4,772-14.2% | $3,849+6.3% | $6,400-36.1% |
| Admin fee / account holder | $8 | $10,441-99.9% | $6,266-99.9% | $11,427-99.9% |