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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 | $1,616 | $67,894-97.6% | $89,340-98.2% | $82,448-98.0% |
| Participation rate | 76.7% | 64.0%+12.6pp | 69.6%+7.1pp | 68.1%+8.6pp |
| Annual return | 40.86% | 19.21%+21.7pp | 20.57%+20.3pp | 41.64%-0.8pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,249 | $3,072-59.3% | $3,823-67.3% | $4,139-69.8% |
| Admin fee / account holder | $118 | $5,723-97.9% | $6,704-98.2% | $7,234-98.4% |