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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 | $13,369 | $69,977-80.9% | $108,582-87.7% | $62,881-78.7% |
| Participation rate | 83.3% | 72.9%+10.4pp | 79.6%+3.8pp | 69.3%+14.0pp |
| Annual return | 7.22% | 10.73%-3.5pp | -51.70%+58.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,984 | $3,165-5.7% | $4,311-30.8% | $3,203-6.8% |
| Admin fee / account holder | $170 | $5,076-96.7% | $7,645-97.8% | $4,296-96.0% |