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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 | $2,846 | $87,059-96.7% | $105,608-97.3% | $80,925-96.5% |
| Participation rate | 73.5% | 70.4%+3.1pp | 75.3%-1.8pp | 67.7%+5.9pp |
| Annual return | 31.69% | 17.05%+14.6pp | 116.50%-84.8pp | 35.65%-4.0pp |
| Employer contribution / active EE | $346 | $2,396-85.6% | $3,167-89.1% | $2,756-87.5% |
| Participant deferral / active EE | $1,917 | $3,986-51.9% | $5,010-61.7% | $4,299-55.4% |
| Admin fee / account holder | $280 | $8,443-96.7% | $11,028-97.5% | $6,940-96.0% |