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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 | $12,835 | $117,846-89.1% | $102,434-87.5% | $145,884-91.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 0.00% | 31.90%-31.9pp | 29.46%-29.5pp | 551.85%-551.8pp |
| Employer contribution / active EE | $657 | $3,615-81.8% | $3,023-78.3% | $4,662-85.9% |
| Participant deferral / active EE | $5,526 | $5,733-3.6% | $5,055+9.3% | $6,690-17.4% |
| Admin fee / account holder | $6 | $13,356-100.0% | $9,462-99.9% | $13,392-100.0% |