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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 | $5,673 | $61,125-90.7% | $94,057-94.0% | $87,485-93.5% |
| Participation rate | 71.9% | 64.1%+7.8pp | 73.3%-1.5pp | 68.9%+2.9pp |
| Annual return | 26.16% | 35.20%-9.0pp | 480.62%-454.5pp | 26.06%+0.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,087 | $3,260-66.7% | $4,709-76.9% | $4,274-74.6% |
| Admin fee / account holder | $169 | $5,629-97.0% | $7,244-97.7% | $7,775-97.8% |