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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 | $5,760 | $181,896-96.8% | $156,551-96.3% | $273,972-97.9% |
| Participation rate | 73.7% | 88.4%-14.7pp | 84.0%-10.3pp | 83.0%-9.3pp |
| Annual return | 8.54% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $28 | $6,248-99.6% | $5,501-99.5% | $4,869-99.4% |
| Participant deferral / active EE | $1,976 | $5,550-64.4% | $4,871-59.4% | $5,287-62.6% |
| Admin fee / account holder | $73 | $15,560-99.5% | $13,028-99.4% | $10,133-99.3% |