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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 | $8,851 | $129,959-93.2% | $104,301-91.5% | $134,532-93.4% |
| Participation rate | 88.2% | 79.5%+8.7pp | 73.3%+15.0pp | 81.2%+7.0pp |
| Annual return | 0.00% | 42.04%-42.0pp | 24.61%-24.6pp | 418.27%-418.3pp |
| Employer contribution / active EE | $0 | $4,185-100.0% | $3,373-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,795 | $5,589+39.5% | $4,626+68.5% | $6,401+21.8% |
| Admin fee / account holder | $8 | $9,325-99.9% | $7,340-99.9% | $11,429-99.9% |