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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 | $21,721 | $65,027-66.6% | $90,970-76.1% | $79,852-72.8% |
| Participation rate | 76.8% | 61.6%+15.2pp | 69.0%+7.8pp | 69.6%+7.2pp |
| Annual return | 19.55% | 30.45%-10.9pp | 134.58%-115.0pp | 31.72%-12.2pp |
| Employer contribution / active EE | $94 | $1,247-92.5% | $2,122-95.6% | $2,471-96.2% |
| Participant deferral / active EE | $3,992 | $2,512+58.9% | $3,373+18.3% | $3,740+6.7% |
| Admin fee / account holder | $207 | $4,535-95.4% | $5,960-96.5% | $5,306-96.1% |