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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 | $3,609 | $45,087-92.0% | $69,483-94.8% | $72,976-95.1% |
| Participation rate | 70.6% | 68.5%+2.1pp | 74.6%-4.0pp | 69.5%+1.1pp |
| Annual return | 10.42% | 22.67%-12.3pp | 28.99%-18.6pp | 81.02%-70.6pp |
| Employer contribution / active EE | $153 | $2,055-92.5% | $2,780-94.5% | $2,440-93.7% |
| Participant deferral / active EE | $998 | $2,603-61.7% | $3,537-71.8% | $3,608-72.3% |
| Admin fee / account holder | $112 | $3,057-96.4% | $3,841-97.1% | $5,124-97.8% |