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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 | $13,056 | $124,330-89.5% | $109,173-88.0% | $167,536-92.2% |
| Participation rate | 78.6% | 79.5%-0.9pp | 75.9%+2.7pp | 82.1%-3.5pp |
| Annual return | 16.83% | 26.04%-9.2pp | 25.75%-8.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $683 | $4,209-83.8% | $3,723-81.7% | $4,839-85.9% |
| Participant deferral / active EE | $2,001 | $5,256-61.9% | $4,654-57.0% | $6,342-68.4% |
| Admin fee / account holder | $44 | $7,974-99.4% | $6,755-99.3% | $12,315-99.6% |