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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 | $13,225 | $82,674-84.0% | $125,381-89.5% | $68,486-80.7% |
| Participation rate | 86.2% | 75.1%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.31%-572.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,405 | $6,111+53.9% | $7,448+26.3% | $4,028+133.5% |
| Admin fee / account holder | $166 | $6,277-97.4% | $10,007-98.3% | $5,404-96.9% |