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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 | $4,921 | $54,757-91.0% | $90,304-94.6% | $72,975-93.3% |
| Participation rate | 81.1% | 65.2%+16.0pp | 73.3%+7.9pp | 69.5%+11.6pp |
| Annual return | 41.39% | 30.63%+10.8pp | 78.13%-36.7pp | 81.01%-39.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,126 | $2,887-61.0% | $3,885-71.0% | $3,608-68.8% |
| Admin fee / account holder | $187 | $3,973-95.3% | $5,354-96.5% | $5,124-96.3% |