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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 | $8,717 | $65,034-86.6% | $90,970-90.4% | $79,856-89.1% |
| Participation rate | 92.1% | 61.6%+30.5pp | 69.0%+23.1pp | 69.6%+22.5pp |
| Annual return | 21.05% | 30.45%-9.4pp | 134.60%-113.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,578 | $2,512+2.6% | $3,373-23.6% | $3,741-31.1% |
| Admin fee / account holder | $269 | $4,536-94.1% | $5,961-95.5% | $5,306-94.9% |