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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 | $5,579 | $91,179-93.9% | $178,499-96.9% | $79,852-93.0% |
| Participation rate | 89.7% | 69.2%+20.4pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 31.63% | 24.19%+7.4pp | 151.10%-119.5pp | 31.72%-0.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,674 | $3,236-48.3% | $5,202-67.8% | $3,740-55.2% |
| Admin fee / account holder | $219 | $6,749-96.8% | $13,986-98.4% | $5,306-95.9% |