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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 | $9,706 | $108,922-91.1% | $100,398-90.3% | $145,978-93.4% |
| Participation rate | 94.7% | 83.0%+11.8pp | 81.5%+13.2pp | 80.3%+14.4pp |
| Annual return | 21.47% | 58.04%-36.6pp | 49.32%-27.8pp | 550.52%-529.0pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,274 | $8,450-37.6% | $8,084-34.8% | $6,690-21.2% |
| Admin fee / account holder | $105 | $9,680-98.9% | $7,893-98.7% | $13,400-99.2% |