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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 | $99,053-97.8% | $88,179-97.5% | $138,895-98.4% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.1%+26.3pp | 79.9%+15.5pp |
| Annual return | 22.56% | 78.17%-55.6pp | 64.97%-42.4pp | 145.39%-122.8pp |
| Employer contribution / active EE | $191 | $2,882-93.4% | $2,549-92.5% | $4,194-95.5% |
| Participant deferral / active EE | $935 | $5,225-82.1% | $4,614-79.7% | $6,396-85.4% |
| Admin fee / account holder | $49 | $8,748-99.4% | $7,673-99.4% | $12,562-99.6% |