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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 | $5,393 | $100,147-94.6% | $81,286-93.4% | $145,877-96.3% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.5%+22.1pp | 80.3%+11.4pp |
| Annual return | 12.27% | 34.44%-22.2pp | 24.80%-12.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,533 | $4,607-23.3% | $3,883-9.0% | $6,691-47.2% |
| Admin fee / account holder | $98 | $8,201-98.8% | $5,764-98.3% | $13,402-99.3% |