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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 | $3,903 | $51,606-92.4% | $129,339-97.0% | $80,911-95.2% |
| Participation rate | 93.2% | 57.0%+36.2pp | 69.6%+23.5pp | 67.6%+25.5pp |
| Annual return | 18.73% | 20.76%-2.0pp | 9437.05%-9418.3pp | 35.63%-16.9pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,770 | $2,669+3.8% | $4,170-33.6% | $4,297-35.5% |
| Admin fee / account holder | $189 | $4,310-95.6% | $7,668-97.5% | $6,935-97.3% |