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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 | $11,419 | $154,159-92.6% | $130,026-91.2% | $139,456-91.8% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 17.35% | 32.50%-15.2pp | -137.26%+154.6pp | 373.45%-356.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,159 | $6,710-52.9% | $5,821-45.7% | $6,711-52.9% |
| Admin fee / account holder | $95 | $14,001-99.3% | $10,608-99.1% | $11,407-99.2% |