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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 | $9,562 | $77,816-87.7% | $123,552-92.3% | $64,173-85.1% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | 3.58% | 12.49%-8.9pp | 119.20%-115.6pp | 7.63%-4.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,410 | $5,240+22.3% | $6,426-0.2% | $3,470+84.7% |
| Admin fee / account holder | $253 | $5,519-95.4% | $9,285-97.3% | $4,887-94.8% |