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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 | $12,232 | $69,012-82.3% | $160,037-92.4% | $68,490-82.1% |
| Participation rate | 82.1% | 65.4%+16.7pp | 78.0%+4.2pp | 67.9%+14.2pp |
| Annual return | -18.74% | -9.65%-9.1pp | 408.95%-427.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,690 | $4,212+58.8% | $6,184+8.2% | $4,028+66.1% |
| Admin fee / account holder | $141 | $4,798-97.1% | $8,716-98.4% | $5,403-97.4% |