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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 | $38,281 | $337,732-88.7% | $337,732-88.7% | $534,210-92.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 79.0%+21.0pp | 89.6%+10.4pp |
| Annual return | 23.22% | 10.11%+13.1pp | 10.26%+13.0pp | 10.40%+12.8pp |
| Employer contribution / active EE | $0 | $9,330-100.0% | $9,009-100.0% | $19,440-100.0% |
| Participant deferral / active EE | $5,938 | $3,000+97.9% | $2,768+114.5% | $11,136-46.7% |
| Admin fee / account holder | $60 | $3,556-98.3% | $3,556-98.3% | $14,821-99.6% |