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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 | $11,591 | $59,467-80.5% | $93,727-87.6% | $74,478-84.4% |
| Participation rate | 71.2% | 59.6%+11.6pp | 68.7%+2.5pp | 67.2%+3.9pp |
| Annual return | 12.75% | 82.14%-69.4pp | 133.83%-121.1pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,417 | $3,052-20.8% | $4,417-45.3% | $4,350-44.4% |
| Admin fee / account holder | $154 | $3,028-94.9% | $8,292-98.1% | $1,946-92.1% |