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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 | $3,770 | $81,487-95.4% | $102,412-96.3% | $80,935-95.3% |
| Participation rate | 96.8% | 66.8%+29.9pp | 74.5%+22.3pp | 67.7%+29.1pp |
| Annual return | 10.95% | 25.60%-14.6pp | 24.94%-14.0pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,148 | $3,871-44.5% | $5,060-57.6% | $4,299-50.0% |
| Admin fee / account holder | $193 | $6,717-97.1% | $8,388-97.7% | $6,924-97.2% |