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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 | $9,237 | $152,592-93.9% | $125,180-92.6% | $152,885-94.0% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 14.52% | 54.84%-40.3pp | 43.79%-29.3pp | 345.39%-330.9pp |
| Employer contribution / active EE | $574 | $4,947-88.4% | $3,866-85.2% | $4,763-88.0% |
| Participant deferral / active EE | $2,049 | $5,868-65.1% | $4,937-58.5% | $5,851-65.0% |
| Admin fee / account holder | $103 | $13,435-99.2% | $9,703-98.9% | $11,598-99.1% |