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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 | $109,782-90.5% | $260,467-96.0% | $94,015-88.9% |
| Participation rate | 89.2% | 67.2%+22.0pp | 80.5%+8.7pp | 70.8%+18.4pp |
| Annual return | 19.34% | 18.60%+0.7pp | 100.60%-81.3pp | 17.84%+1.5pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,601 | $4,044-35.7% | $6,319-58.8% | $4,249-38.8% |
| Admin fee / account holder | $266 | $11,958-97.8% | $15,461-98.3% | $8,951-97.0% |