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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 | $5,496 | $75,541-92.7% | $152,093-96.4% | $82,637-93.3% |
| Participation rate | 84.7% | 66.5%+18.2pp | 77.8%+7.0pp | 68.1%+16.7pp |
| Annual return | 17.00% | 32.56%-15.6pp | 66.36%-49.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $13 | $2,622-99.5% | $4,175-99.7% | $2,552-99.5% |
| Participant deferral / active EE | $980 | $3,206-69.4% | $5,451-82.0% | $4,126-76.3% |
| Admin fee / account holder | $276 | $6,405-95.7% | $14,497-98.1% | $7,339-96.2% |