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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 | $10,610 | $71,230-85.1% | $93,727-88.7% | $80,959-86.9% |
| Participation rate | 89.7% | 60.4%+29.3pp | 68.7%+20.9pp | 67.7%+22.0pp |
| Annual return | 12.58% | 11.26%+1.3pp | 133.83%-121.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,133 | $4,037+2.4% | $4,417-6.4% | $4,300-3.9% |
| Admin fee / account holder | $61 | $6,961-99.1% | $8,292-99.3% | $6,925-99.1% |