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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 | $5,907 | $167,353-96.5% | $143,797-95.9% | $134,545-95.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $649 | $5,620-88.5% | $4,952-86.9% | $4,742-86.3% |
| Participant deferral / active EE | $4,707 | $6,447-27.0% | $5,638-16.5% | $6,401-26.5% |
| Admin fee / account holder | $125 | $18,096-99.3% | $14,679-99.1% | $11,431-98.9% |