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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 | $6,943 | $93,598-92.6% | $135,974-94.9% | $75,173-90.8% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 82.54% | 30.89%+51.7pp | 68.30%+14.2pp | 160.72%-78.2pp |
| Employer contribution / active EE | $94 | $3,538-97.3% | $4,859-98.1% | $2,671-96.5% |
| Participant deferral / active EE | $2,633 | $6,405-58.9% | $7,760-66.1% | $4,126-36.2% |
| Admin fee / account holder | $199 | $6,978-97.2% | $10,767-98.2% | $5,651-96.5% |