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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 | $5,352 | $107,421-95.0% | $182,262-97.1% | $94,015-94.3% |
| Participation rate | 95.2% | 77.8%+17.5pp | 84.2%+11.0pp | 70.8%+24.4pp |
| Annual return | 36.21% | 21.32%+14.9pp | 140.60%-104.4pp | 17.84%+18.4pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,744 | $6,558-58.2% | $8,276-66.8% | $4,249-35.4% |
| Admin fee / account holder | $258 | $8,692-97.0% | $16,712-98.5% | $8,951-97.1% |