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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 | $93,598-94.2% | $135,974-96.0% | $75,173-92.8% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 30.02% | 30.89%-0.9pp | 68.30%-38.3pp | 160.72%-130.7pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,844 | $6,405-55.6% | $7,760-63.4% | $4,126-31.1% |
| Admin fee / account holder | $289 | $6,978-95.9% | $10,767-97.3% | $5,651-94.9% |