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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 | $23,073 | $113,941-79.8% | $94,229-75.5% | $125,389-81.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.28% | 5.29%-3.0pp | 10.68%-8.4pp | 282.24%-280.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,659 | $5,179-29.3% | $4,320-15.3% | $5,352-31.6% |
| Admin fee / account holder | $48 | $8,392-99.4% | $6,269-99.2% | $9,541-99.5% |