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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 | $5,896 | $77,908-92.4% | $149,696-96.1% | $75,173-92.2% |
| Participation rate | 93.5% | 65.6%+28.0pp | 78.8%+14.8pp | 67.2%+26.3pp |
| Annual return | 64.48% | 31.73%+32.7pp | 134.46%-70.0pp | 160.72%-96.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,118 | $3,411-8.6% | $5,682-45.1% | $4,126-24.4% |
| Admin fee / account holder | $8 | $5,950-99.9% | $13,212-99.9% | $5,651-99.9% |