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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 | $106,749-95.0% | $145,433-96.3% | $82,448-93.5% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 36.21% | 27.59%+8.6pp | 66.58%-30.4pp | 41.64%-5.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,744 | $6,519-57.9% | $7,897-65.3% | $4,139-33.7% |
| Admin fee / account holder | $258 | $8,390-96.9% | $13,129-98.0% | $7,234-96.4% |