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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 | $5,212 | $105,160-95.0% | $94,679-94.5% | $139,456-96.3% |
| Participation rate | 94.7% | 82.4%+12.4pp | 80.8%+13.9pp | 80.3%+14.4pp |
| Annual return | 26.37% | 38.04%-11.7pp | 156.75%-130.4pp | 373.45%-347.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,517 | $7,599-53.7% | $7,417-52.6% | $6,711-47.6% |
| Admin fee / account holder | $195 | $8,988-97.8% | $7,233-97.3% | $11,407-98.3% |