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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 | $4,722 | $99,633-95.3% | $183,328-97.4% | $82,448-94.3% |
| Participation rate | 89.7% | 70.8%+19.0pp | 77.3%+12.4pp | 68.1%+21.7pp |
| Annual return | 118.96% | 17.84%+101.1pp | 29.67%+89.3pp | 41.64%+77.3pp |
| Employer contribution / active EE | $252 | $3,256-92.3% | $5,055-95.0% | $2,551-90.1% |
| Participant deferral / active EE | $3,480 | $4,938-29.5% | $6,795-48.8% | $4,139-15.9% |
| Admin fee / account holder | $177 | $9,934-98.2% | $21,427-99.2% | $7,234-97.6% |