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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 | $13,654 | $60,349-77.4% | $74,184-81.6% | $62,881-78.3% |
| Participation rate | 83.8% | 72.7%+11.1pp | 76.6%+7.2pp | 69.3%+14.5pp |
| Annual return | 126.42% | 21.38%+105.0pp | 17.74%+108.7pp | 20.14%+106.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,696 | $2,856-5.6% | $3,550-24.0% | $3,203-15.8% |
| Admin fee / account holder | $167 | $4,261-96.1% | $5,586-97.0% | $4,296-96.1% |