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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 | $20,677 | $554,306-96.3% | $455,660-95.5% | $554,306-96.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 88.2%+11.8pp | 84.6%+15.4pp |
| Annual return | 14.08% | 10.47%+3.6pp | 18.72%-4.6pp | 10.47%+3.6pp |
| Employer contribution / active EE | $1,228 | $25,289-95.1% | $10,947-88.8% | $25,289-95.1% |
| Participant deferral / active EE | $2,203 | $3,690-40.3% | $1,211+81.9% | $3,690-40.3% |
| Admin fee / account holder | $60 | $49,540-99.9% | $4,920-98.8% | $49,540-99.9% |