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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 | $9,742 | $106,918-90.9% | $84,021-88.4% | $152,897-93.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 15.09% | 105.01%-89.9pp | 71.32%-56.2pp | 345.43%-330.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,212 | $4,012-19.9% | $3,239-0.8% | $5,851-45.1% |
| Admin fee / account holder | $51 | $8,288-99.4% | $6,102-99.2% | $11,599-99.6% |