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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 | $8,769 | $106,588-91.8% | $94,215-90.7% | $155,188-94.3% |
| Participation rate | 90.5% | 74.3%+16.2pp | 70.0%+20.5pp | 80.8%+9.7pp |
| Annual return | 18.24% | 29.39%-11.1pp | 28.22%-10.0pp | 148.84%-130.6pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,176 | $4,802-75.5% | $4,276-72.5% | $6,531-82.0% |
| Admin fee / account holder | $81 | $12,281-99.3% | $10,216-99.2% | $14,480-99.4% |