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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 | $21,139 | $65,034-67.5% | $90,970-76.8% | $79,856-73.5% |
| Participation rate | 77.1% | 61.6%+15.5pp | 69.0%+8.1pp | 69.6%+7.5pp |
| Annual return | 32.59% | 30.45%+2.1pp | 134.60%-102.0pp | 31.71%+0.9pp |
| Employer contribution / active EE | $149 | $1,247-88.0% | $2,122-93.0% | $2,471-94.0% |
| Participant deferral / active EE | $1,146 | $2,512-54.4% | $3,373-66.0% | $3,741-69.4% |
| Admin fee / account holder | $83 | $4,536-98.2% | $5,961-98.6% | $5,306-98.4% |