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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 | $4,133 | $108,825-96.2% | $156,181-97.4% | $82,448-95.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 22.19% | 20.59%+1.6pp | 64.87%-42.7pp | 41.64%-19.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,290 | $4,577-50.0% | $6,132-62.7% | $4,139-44.7% |
| Admin fee / account holder | $214 | $9,341-97.7% | $14,586-98.5% | $7,234-97.0% |