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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 | $4,011 | $167,353-97.6% | $143,797-97.2% | $134,545-97.0% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $825 | $5,620-85.3% | $4,952-83.3% | $4,742-82.6% |
| Participant deferral / active EE | $2,719 | $6,447-57.8% | $5,638-51.8% | $6,401-57.5% |
| Admin fee / account holder | $7 | $18,096-100.0% | $14,679-100.0% | $11,431-99.9% |