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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 | $93,893 | $375,661-75.0% | $312,151-69.9% | $382,429-75.4% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 17.51% | 0.11%+17.4pp | 1.82%+15.7pp | 248.85%-231.3pp |
| Employer contribution / active EE | $2,124 | $9,697-78.1% | $8,031-73.5% | $8,036-73.6% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $145 | $64,308-99.8% | $51,799-99.7% | $30,732-99.5% |