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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 | $17,051 | $157,304-89.2% | $141,197-87.9% | $152,909-88.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 34.71% | 64.34%-29.6pp | 71.41%-36.7pp | 345.46%-310.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,354 | $7,111+17.5% | $6,710+24.5% | $5,851+42.8% |
| Admin fee / account holder | $82 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |