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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 | $12,871 | $135,956-90.5% | $123,894-89.6% | $273,972-95.3% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 15.10% | 56.63%-41.5pp | 47.52%-32.4pp | 41.46%-26.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,945 | $6,343-53.6% | $5,984-50.8% | $5,287-44.3% |
| Admin fee / account holder | $213 | $9,817-97.8% | $8,357-97.4% | $10,133-97.9% |