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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 | $2,071 | $61,605-96.6% | $112,273-98.2% | $75,181-97.2% |
| Participation rate | 81.7% | 61.7%+20.0pp | 72.4%+9.3pp | 67.2%+14.5pp |
| Annual return | 22.84% | 28.47%-5.6pp | 30.23%-7.4pp | 160.69%-137.8pp |
| Employer contribution / active EE | $1 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,359 | $3,108-56.3% | $4,800-71.7% | $4,126-67.1% |
| Admin fee / account holder | $135 | $4,862-97.2% | $7,752-98.3% | $5,650-97.6% |