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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 | $10,421 | $80,812-87.1% | $160,784-93.5% | $82,448-87.4% |
| Participation rate | 89.2% | 66.2%+23.0pp | 77.0%+12.2pp | 68.1%+21.1pp |
| Annual return | 19.34% | 100.59%-81.3pp | 1803.92%-1784.6pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,601 | $4,335-40.0% | $6,293-58.7% | $4,139-37.2% |
| Admin fee / account holder | $266 | $7,695-96.5% | $9,717-97.3% | $7,234-96.3% |