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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 | $5,733 | $76,371-92.5% | $93,621-93.9% | $72,975-92.1% |
| Participation rate | 76.9% | 71.8%+5.2pp | 75.8%+1.1pp | 69.5%+7.4pp |
| Annual return | 23.08% | 25.82%-2.7pp | 32.76%-9.7pp | 81.01%-57.9pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,006 | $3,538-43.3% | $4,070-50.7% | $3,608-44.4% |
| Admin fee / account holder | $222 | $6,839-96.8% | $7,890-97.2% | $5,124-95.7% |