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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 | $13,282 | $1,889,152-99.3% | $477,209-97.2% | $198,586-93.3% |
| Participation rate | 100.0% | 4.3%+95.7pp | 10.2%+89.8pp | 13.5%+86.5pp |
| Annual return | 5.63% | 9.93%-4.3pp | -2.84%+8.5pp | 9.29%-3.7pp |
| Employer contribution / active EE | $1,637 | $11,565-85.8% | $33,329-95.1% | $15,168-89.2% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $177 | $94+88.3% | $2,475-92.9% | $2,037-91.3% |