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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 | $9,016 | $73,787-87.8% | $98,716-90.9% | $82,448-89.1% |
| Participation rate | 82.8% | 61.4%+21.4pp | 69.3%+13.5pp | 68.1%+14.7pp |
| Annual return | 20.49% | 18.57%+1.9pp | 31.81%-11.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,934 | $3,081-37.2% | $4,048-52.2% | $4,139-53.3% |
| Admin fee / account holder | $230 | $6,500-96.5% | $8,703-97.4% | $7,234-96.8% |