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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 | $1,988 | $85,169-97.7% | $172,755-98.8% | $72,983-97.3% |
| Participation rate | 94.8% | 70.1%+24.7pp | 82.6%+12.2pp | 69.5%+25.3pp |
| Annual return | 24.96% | 27.32%-2.4pp | 802.94%-778.0pp | 81.01%-56.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,310 | $3,260-59.8% | $5,198-74.8% | $3,608-63.7% |
| Admin fee / account holder | $151 | $5,880-97.4% | $13,955-98.9% | $5,124-97.0% |