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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 | $4,563 | $57,140-92.0% | $85,240-94.6% | $80,959-94.4% |
| Participation rate | 96.9% | 56.4%+40.5pp | 67.5%+29.3pp | 67.7%+29.2pp |
| Annual return | 14.70% | 21.71%-7.0pp | 66.75%-52.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,546 | $3,115-18.3% | $4,527-43.8% | $4,300-40.8% |
| Admin fee / account holder | $171 | $4,992-96.6% | $6,165-97.2% | $6,925-97.5% |