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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 | $21,058 | $157,829-86.7% | $136,867-84.6% | $198,609-89.4% |
| Participation rate | 73.3% | 77.2%-3.8pp | 74.5%-1.2pp | 82.4%-9.0pp |
| Annual return | 17.70% | 51.25%-33.5pp | 42.97%-25.3pp | 202.70%-185.0pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,204 | $5,463-59.7% | $4,924-55.2% | $6,977-68.4% |
| Admin fee / account holder | $225 | $11,107-98.0% | $10,340-97.8% | $19,030-98.8% |