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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 | $1,562 | $23,330-93.3% | $64,489-97.6% | $82,448-98.1% |
| Participation rate | 75.0% | 68.3%+6.7pp | 67.7%+7.3pp | 68.1%+6.9pp |
| Annual return | 24.05% | 83.66%-59.6pp | 55.03%-31.0pp | 41.64%-17.6pp |
| Employer contribution / active EE | $185 | $824-77.5% | $1,523-87.8% | $2,551-92.7% |
| Participant deferral / active EE | $841 | $1,707-50.8% | $2,778-69.7% | $4,139-79.7% |
| Admin fee / account holder | $138 | $2,946-95.3% | $4,260-96.8% | $7,234-98.1% |