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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 | $2,469 | $82,882-97.0% | $127,803-98.1% | $72,975-96.6% |
| Participation rate | 95.0% | 71.5%+23.5pp | 79.0%+16.0pp | 69.5%+25.5pp |
| Annual return | 87.77% | 32.20%+55.6pp | 26.14%+61.6pp | 81.01%+6.8pp |
| Employer contribution / active EE | $776 | $3,346-76.8% | $4,576-83.0% | $2,440-68.2% |
| Participant deferral / active EE | $2,231 | $4,791-53.4% | $6,023-63.0% | $3,608-38.2% |
| Admin fee / account holder | $96 | $6,487-98.5% | $9,399-99.0% | $5,124-98.1% |