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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 | $5,477 | $80,985-93.2% | $96,576-94.3% | $75,181-92.7% |
| Participation rate | 87.5% | 71.8%+15.7pp | 76.0%+11.5pp | 67.2%+20.3pp |
| Annual return | 20.79% | 27.05%-6.3pp | 25.87%-5.1pp | 160.69%-139.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,853 | $3,929-27.4% | $4,851-41.2% | $4,126-30.9% |
| Admin fee / account holder | $255 | $6,719-96.2% | $8,253-96.9% | $5,650-95.5% |