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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 | $8,963 | $91,198-90.2% | $178,503-95.0% | $79,856-88.8% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 26.51% | 24.20%+2.3pp | 151.12%-124.6pp | 31.71%-5.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,373 | $3,237-57.6% | $5,202-73.6% | $3,741-63.3% |
| Admin fee / account holder | $234 | $6,748-96.5% | $13,987-98.3% | $5,306-95.6% |