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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 | $1,697 | $77,901-97.8% | $149,717-98.9% | $75,181-97.7% |
| Participation rate | 77.1% | 65.6%+11.6pp | 78.8%-1.6pp | 67.2%+9.9pp |
| Annual return | 21.66% | 31.73%-10.1pp | 134.41%-112.7pp | 160.69%-139.0pp |
| Employer contribution / active EE | $91 | $3,137-97.1% | $4,820-98.1% | $2,671-96.6% |
| Participant deferral / active EE | $888 | $3,411-74.0% | $5,682-84.4% | $4,126-78.5% |
| Admin fee / account holder | $271 | $5,949-95.4% | $13,213-97.9% | $5,650-95.2% |