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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 | $6,964 | $77,908-91.1% | $149,696-95.3% | $75,173-90.7% |
| Participation rate | 81.0% | 65.6%+15.4pp | 78.8%+2.2pp | 67.2%+13.7pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,227 | $3,411-64.0% | $5,682-78.4% | $4,126-70.3% |
| Admin fee / account holder | $17 | $5,950-99.7% | $13,212-99.9% | $5,651-99.7% |