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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 | $1,572 | $57,590-97.3% | $86,233-98.2% | $82,448-98.1% |
| Participation rate | 72.7% | 57.9%+14.9pp | 69.0%+3.7pp | 68.1%+4.7pp |
| Annual return | 18.96% | 22.41%-3.5pp | 61.39%-42.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $944 | $3,080-69.3% | $4,559-79.3% | $4,139-77.2% |
| Admin fee / account holder | $59 | $4,730-98.8% | $8,342-99.3% | $7,234-99.2% |