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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 | $16,874 | $154,209-89.1% | $130,062-87.0% | $139,487-87.9% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 19.74% | 32.52%-12.8pp | -137.37%+157.1pp | 373.84%-354.1pp |
| Employer contribution / active EE | $992 | $5,292-81.3% | $4,322-77.1% | $4,755-79.1% |
| Participant deferral / active EE | $4,066 | $6,709-39.4% | $5,821-30.1% | $6,713-39.4% |
| Admin fee / account holder | $149 | $13,988-98.9% | $10,601-98.6% | $11,407-98.7% |