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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 | $5,571 | $76,407-92.7% | $150,298-96.3% | $82,448-93.2% |
| Participation rate | 77.6% | 66.4%+11.2pp | 77.8%-0.2pp | 68.1%+9.5pp |
| Annual return | 15.55% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $239 | $2,614-90.9% | $4,154-94.3% | $2,551-90.6% |
| Participant deferral / active EE | $937 | $3,214-70.8% | $5,453-82.8% | $4,139-77.4% |
| Admin fee / account holder | $136 | $6,352-97.9% | $14,116-99.0% | $7,234-98.1% |