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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 | $12,207 | $73,978-83.5% | $96,515-87.4% | $75,173-83.8% |
| Participation rate | 96.0% | 66.4%+29.6pp | 74.3%+21.7pp | 67.2%+28.8pp |
| Annual return | 26.49% | 26.72%-0.2pp | 35.73%-9.2pp | 160.72%-134.2pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,485 | $3,660+49.8% | $4,880+12.4% | $4,126+32.9% |
| Admin fee / account holder | $220 | $5,219-95.8% | $6,735-96.7% | $5,651-96.1% |