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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 | $3,056 | $61,815-95.1% | $97,295-96.9% | $80,959-96.2% |
| Participation rate | 88.5% | 63.5%+25.0pp | 72.7%+15.8pp | 67.7%+20.8pp |
| Annual return | 13.66% | -558.73%+572.4pp | 75.62%-62.0pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,146 | $3,027-62.1% | $4,264-73.1% | $4,300-73.3% |
| Admin fee / account holder | $76 | $5,166-98.5% | $5,646-98.6% | $6,925-98.9% |