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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 | $5,502 | $58,275-90.6% | $81,844-93.3% | $80,935-93.2% |
| Participation rate | 95.0% | 63.5%+31.5pp | 72.4%+22.6pp | 67.7%+27.3pp |
| Annual return | 10.91% | 41.82%-30.9pp | 778.87%-768.0pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,459 | $3,285-55.6% | $4,323-66.3% | $4,299-66.1% |
| Admin fee / account holder | $237 | $4,749-95.0% | $7,355-96.8% | $6,924-96.6% |