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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 | $6,860 | $45,872-85.0% | $77,081-91.1% | $68,495-90.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | 104.78% | 1.73%+103.1pp | 42.33%+62.5pp | -7.84%+112.6pp |
| Employer contribution / active EE | $67 | $1,650-95.9% | $2,813-97.6% | $2,596-97.4% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,428-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1 | $3,041-100.0% | $5,427-100.0% | $5,403-100.0% |