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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 | $5,243 | $45,050-88.4% | $63,018-91.7% | $70,126-92.5% |
| Participation rate | 83.1% | 69.5%+13.6pp | 74.8%+8.3pp | 69.5%+13.5pp |
| Annual return | 17.29% | 18.76%-1.5pp | 87.62%-70.3pp | 73.15%-55.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,027 | $2,466-58.3% | $3,330-69.2% | $3,332-69.2% |
| Admin fee / account holder | $54 | $2,834-98.1% | $3,601-98.5% | $4,645-98.8% |