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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 | $5,346 | $47,479-88.7% | $62,929-91.5% | $82,448-93.5% |
| Participation rate | 78.1% | 66.9%+11.3pp | 73.1%+5.0pp | 68.1%+10.1pp |
| Annual return | 36.37% | 20.34%+16.0pp | 1063.93%-1027.6pp | 41.64%-5.3pp |
| Employer contribution / active EE | $324 | $1,885-82.8% | $2,505-87.1% | $2,551-87.3% |
| Participant deferral / active EE | $2,176 | $2,870-24.2% | $3,888-44.0% | $4,139-47.4% |
| Admin fee / account holder | $24 | $3,804-99.4% | $5,065-99.5% | $7,234-99.7% |