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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 | $4,548 | $77,901-94.2% | $149,717-97.0% | $75,181-94.0% |
| Participation rate | 70.4% | 65.6%+4.8pp | 78.8%-8.4pp | 67.2%+3.2pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.41%-134.4pp | 160.69%-160.7pp |
| Employer contribution / active EE | $267 | $3,137-91.5% | $4,820-94.5% | $2,671-90.0% |
| Participant deferral / active EE | $2,972 | $3,411-12.9% | $5,682-47.7% | $4,126-28.0% |
| Admin fee / account holder | $6 | $5,949-99.9% | $13,213-100.0% | $5,650-99.9% |