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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 | $2,660 | $51,202-94.8% | $70,548-96.2% | $75,181-96.5% |
| Participation rate | 82.5% | 61.0%+21.5pp | 68.3%+14.2pp | 67.2%+15.3pp |
| Annual return | 60.62% | 30.05%+30.6pp | 32.78%+27.8pp | 160.69%-100.1pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,142 | $2,850-24.8% | $4,567-53.1% | $4,126-48.1% |
| Admin fee / account holder | $266 | $4,094-93.5% | $6,424-95.9% | $5,650-95.3% |