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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 | $19,879 | $67,602-70.6% | $82,312-75.8% | $70,126-71.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.73% | 21.57%+0.2pp | 25.88%-4.1pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,018 | $2,987+168.4% | $3,706+116.3% | $3,332+140.7% |
| Admin fee / account holder | $192 | $4,512-95.7% | $5,608-96.6% | $4,645-95.9% |