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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 | $2,586 | $102,632-97.5% | $81,988-96.8% | $158,950-98.4% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.3%+5.7pp | 82.0%-7.0pp |
| Annual return | 0.00% | 61.05%-61.1pp | 41.31%-41.3pp | 302.91%-302.9pp |
| Employer contribution / active EE | $123 | $3,241-96.2% | $2,498-95.1% | $4,762-97.4% |
| Participant deferral / active EE | $2,049 | $4,649-55.9% | $3,722-44.9% | $5,983-65.7% |
| Admin fee / account holder | $1 | $8,237-100.0% | $5,665-100.0% | $11,248-100.0% |