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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 | $11,627 | $71,215-83.7% | $93,696-87.6% | $80,935-85.6% |
| Participation rate | 76.5% | 60.4%+16.1pp | 68.7%+7.7pp | 67.7%+8.8pp |
| Annual return | 13.21% | 11.27%+1.9pp | 133.74%-120.5pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,839 | $4,037-29.7% | $4,417-35.7% | $4,299-34.0% |
| Admin fee / account holder | $268 | $6,958-96.2% | $8,287-96.8% | $6,924-96.1% |