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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 | $30,628 | $91,559-66.5% | $133,971-77.1% | $79,852-61.6% |
| Participation rate | 81.6% | 73.3%+8.2pp | 79.8%+1.7pp | 69.6%+11.9pp |
| Annual return | 24.20% | 61.85%-37.7pp | 45.09%-20.9pp | 31.72%-7.5pp |
| Employer contribution / active EE | $402 | $2,384-83.1% | $3,919-89.7% | $2,471-83.7% |
| Participant deferral / active EE | $1,862 | $3,734-50.1% | $5,047-63.1% | $3,740-50.2% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,929-100.0% | $5,306-100.0% |