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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 | $11,975 | $77,816-84.6% | $123,549-90.3% | $64,181-81.3% |
| Participation rate | 78.4% | 74.7%+3.7pp | 82.3%-3.9pp | 69.6%+8.8pp |
| Annual return | -5.60% | 12.49%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,754 | $5,240-9.3% | $6,426-26.0% | $3,470+37.0% |
| Admin fee / account holder | $46 | $5,519-99.2% | $9,284-99.5% | $4,887-99.0% |