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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 | $17,100 | $86,938-80.3% | $102,423-83.3% | $80,925-78.9% |
| Participation rate | 90.9% | 72.4%+18.5pp | 76.5%+14.4pp | 67.7%+23.3pp |
| Annual return | 0.00% | 18.89%-18.9pp | 29.42%-29.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $6 | $2,369-99.8% | $3,023-99.8% | $2,756-99.8% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5 | $8,053-99.9% | $9,455-100.0% | $6,940-99.9% |