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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 | $21,208 | $318,230-93.3% | $306,246-93.1% | $287,034-92.6% |
| Participation rate | 100.0% | 68.8%+31.3pp | 62.9%+37.1pp | 55.9%+44.1pp |
| Annual return | 14.39% | 37.67%-23.3pp | 35.15%-20.8pp | 24.44%-10.1pp |
| Employer contribution / active EE | $1,546 | $48,360-96.8% | $46,389-96.7% | $41,344-96.3% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $80 | $4,311-98.1% | $4,448-98.2% | $22,013-99.6% |