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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 | $7,354 | $59,116-87.6% | $86,438-91.5% | $68,486-89.3% |
| Participation rate | 84.4% | 75.2%+9.1pp | 80.3%+4.0pp | 67.9%+16.5pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4397.19%-4397.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $19 | $2,519-99.3% | $3,769-99.5% | $2,597-99.3% |
| Participant deferral / active EE | $7,355 | $5,902+24.6% | $6,952+5.8% | $4,028+82.6% |
| Admin fee / account holder | $6 | $5,639-99.9% | $6,733-99.9% | $5,404-99.9% |