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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 | $10,421 | $90,400-88.5% | $186,193-94.4% | $87,485-88.1% |
| Participation rate | 89.2% | 66.2%+23.0pp | 77.1%+12.1pp | 68.9%+20.3pp |
| Annual return | 19.34% | 22.15%-2.8pp | 78.03%-58.7pp | 26.06%-6.7pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,601 | $4,330-39.9% | $6,513-60.1% | $4,274-39.1% |
| Admin fee / account holder | $266 | $8,673-96.9% | $11,058-97.6% | $7,775-96.6% |