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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 | $5,830 | $89,259-93.5% | $107,187-94.6% | $82,637-92.9% |
| Participation rate | 81.3% | 67.9%+13.3pp | 75.0%+6.2pp | 68.1%+13.2pp |
| Annual return | 20.50% | 21.02%-0.5pp | 204.55%-184.1pp | 53.51%-33.0pp |
| Employer contribution / active EE | $30 | $3,080-99.0% | $3,782-99.2% | $2,552-98.8% |
| Participant deferral / active EE | $2,176 | $4,037-46.1% | $5,096-57.3% | $4,126-47.3% |
| Admin fee / account holder | $298 | $7,381-96.0% | $9,162-96.7% | $7,339-95.9% |