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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 | $4,639 | $115,225-96.0% | $100,712-95.4% | $138,895-96.7% |
| Participation rate | 88.9% | 74.3%+14.6pp | 69.3%+19.6pp | 79.9%+9.0pp |
| Annual return | 22.13% | 40.35%-18.2pp | 33.27%-11.1pp | 145.39%-123.3pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,829 | $4,699-61.1% | $4,085-55.2% | $6,396-71.4% |
| Admin fee / account holder | $27 | $10,844-99.8% | $9,256-99.7% | $12,562-99.8% |