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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 | $2,599 | $60,119-95.7% | $90,430-97.1% | $79,858-96.7% |
| Participation rate | 93.2% | 65.0%+28.2pp | 72.7%+20.5pp | 69.6%+23.6pp |
| Annual return | 39.57% | 71.94%-32.4pp | 1293.73%-1254.2pp | 31.72%+7.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,790 | $2,938-5.0% | $3,963-29.6% | $3,740-25.4% |
| Admin fee / account holder | $225 | $3,976-94.3% | $5,613-96.0% | $5,306-95.8% |