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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 | $5,898 | $167,362-96.5% | $143,799-95.9% | $134,532-95.6% |
| Participation rate | 81.0% | 84.8%-3.9pp | 80.3%+0.6pp | 81.2%-0.3pp |
| Annual return | 0.00% | 0.47%-0.5pp | -0.04%0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,131 | $5,620-79.9% | $4,952-77.2% | $4,741-76.2% |
| Participant deferral / active EE | $4,381 | $6,447-32.0% | $5,638-22.3% | $6,401-31.6% |
| Admin fee / account holder | $161 | $18,094-99.1% | $14,677-98.9% | $11,429-98.6% |