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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 | $15,929 | $167,353-90.5% | $143,797-88.9% | $134,545-88.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.85% | 0.48%-18.3pp | -0.04%-17.8pp | 418.37%-436.2pp |
| Employer contribution / active EE | $874 | $5,620-84.5% | $4,952-82.4% | $4,742-81.6% |
| Participant deferral / active EE | $4,868 | $6,447-24.5% | $5,638-13.7% | $6,401-24.0% |
| Admin fee / account holder | $250 | $18,096-98.6% | $14,679-98.3% | $11,431-97.8% |