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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 | $18,987 | $106,524-82.2% | $152,301-87.5% | $87,485-78.3% |
| Participation rate | 87.1% | 75.8%+11.3pp | 82.4%+4.6pp | 68.9%+18.2pp |
| Annual return | 19.01% | 26.89%-7.9pp | 80.50%-61.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,932 | $6,525-55.1% | $8,004-63.4% | $4,274-31.4% |
| Admin fee / account holder | $223 | $8,287-97.3% | $14,398-98.5% | $7,775-97.1% |