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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 | $34,461 | $484,799-92.9% | $62,529-44.9% | $484,799-92.9% |
| Participation rate | 100.0% | 91.1%+8.9pp | 96.6%+3.4pp | 91.1%+8.9pp |
| Annual return | 17.51% | 5.95%+11.6pp | 9.13%+8.4pp | 5.95%+11.6pp |
| Employer contribution / active EE | $0 | $27,493-100.0% | $4,187-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $3,040 | $6,572-53.7% | $4,156-26.8% | $6,572-53.7% |
| Admin fee / account holder | $218 | $18,209-98.8% | $858-74.6% | $18,209-98.8% |