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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 | $1,999 | $40,275-95.0% | $57,356-96.5% | $59,633-96.6% |
| Participation rate | 71.4% | 69.1%+2.3pp | 75.1%-3.7pp | 68.7%+2.8pp |
| Annual return | 0.00% | 27.52%-27.5pp | 24.41%-24.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $253 | $1,921-86.8% | $2,689-90.6% | $2,203-88.5% |
| Participant deferral / active EE | $1,053 | $2,400-56.1% | $3,162-66.7% | $3,192-67.0% |
| Admin fee / account holder | $3 | $2,820-99.9% | $3,357-99.9% | $4,297-99.9% |