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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 | $9,798 | $73,107-86.6% | $114,563-91.4% | $87,485-88.8% |
| Participation rate | 80.8% | 65.8%+15.0pp | 72.9%+7.9pp | 68.9%+11.8pp |
| Annual return | 19.25% | 19.47%-0.2pp | 241.09%-221.8pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,162 | $3,144-63.0% | $4,142-71.9% | $4,274-72.8% |
| Admin fee / account holder | $156 | $5,770-97.3% | $7,623-97.9% | $7,775-98.0% |