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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 | $12,252 | $95,406-87.2% | $185,849-93.4% | $85,847-85.7% |
| Participation rate | 75.0% | 68.8%+6.2pp | 81.7%-6.7pp | 69.3%+5.7pp |
| Annual return | 17.44% | 23.59%-6.1pp | 122.10%-104.7pp | 318.61%-301.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,816 | $3,424-46.9% | $5,569-67.4% | $3,952-54.0% |
| Admin fee / account holder | $31 | $7,214-99.6% | $16,244-99.8% | $6,261-99.5% |