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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 | $2,984 | $99,652-97.0% | $78,778-96.2% | $147,586-98.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 27.38% | 47.28%-19.9pp | 35.62%-8.2pp | 578.59%-551.2pp |
| Employer contribution / active EE | $276 | $2,796-90.1% | $1,986-86.1% | $4,876-94.4% |
| Participant deferral / active EE | $1,186 | $3,664-67.6% | $2,958-59.9% | $5,439-78.2% |
| Admin fee / account holder | $9 | $7,155-99.9% | $5,134-99.8% | $10,886-99.9% |