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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 | $2,185 | $97,125-97.8% | $86,233-97.5% | $137,256-98.4% |
| Participation rate | 95.5% | 74.2%+21.3pp | 69.0%+26.4pp | 80.0%+15.5pp |
| Annual return | 22.56% | 74.19%-51.6pp | 61.39%-38.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $191 | $2,841-93.3% | $2,504-92.4% | $4,156-95.4% |
| Participant deferral / active EE | $935 | $5,180-82.0% | $4,559-79.5% | $6,407-85.4% |
| Admin fee / account holder | $49 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |