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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 | $7,932 | $72,269-89.0% | $101,271-92.2% | $79,852-90.1% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 64.93% | 22.29%+42.6pp | 46.48%+18.4pp | 31.72%+33.2pp |
| Employer contribution / active EE | $436 | $2,692-83.8% | $3,660-88.1% | $2,471-82.4% |
| Participant deferral / active EE | $2,278 | $3,282-30.6% | $4,371-47.9% | $3,740-39.1% |
| Admin fee / account holder | $36 | $4,401-99.2% | $5,948-99.4% | $5,306-99.3% |