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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 | $5,420 | $167,362-96.8% | $143,799-96.2% | $134,532-96.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.63% | 0.47%-20.1pp | -0.04%-19.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $965 | $5,620-82.8% | $4,952-80.5% | $4,741-79.7% |
| Participant deferral / active EE | $3,455 | $6,447-46.4% | $5,638-38.7% | $6,401-46.0% |
| Admin fee / account holder | $122 | $18,094-99.3% | $14,677-99.2% | $11,429-98.9% |