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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 | $2,199 | $39,132-94.4% | $57,196-96.2% | $62,881-96.5% |
| Participation rate | 94.1% | 70.5%+23.6pp | 75.3%+18.8pp | 69.3%+24.8pp |
| Annual return | 32.72% | 9.24%+23.5pp | 14.59%+18.1pp | 20.14%+12.6pp |
| Employer contribution / active EE | $293 | $1,874-84.4% | $2,683-89.1% | $2,281-87.2% |
| Participant deferral / active EE | $1,116 | $2,374-53.0% | $3,096-64.0% | $3,203-65.2% |
| Admin fee / account holder | $12 | $2,594-99.5% | $3,141-99.6% | $4,296-99.7% |