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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 | $8,410 | $99,875-91.6% | $146,866-94.3% | $86,983-90.3% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 18.09% | 28.10%-10.0pp | 102.85%-84.8pp | 25.83%-7.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,623 | $6,322-58.5% | $7,759-66.2% | $4,194-37.5% |
| Admin fee / account holder | $243 | $7,838-96.9% | $13,620-98.2% | $7,856-96.9% |