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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 | $24,005 | $137,414-82.5% | $189,537-87.3% | $85,847-72.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.22% | 38.14%-24.9pp | 555.34%-542.1pp | 318.61%-305.4pp |
| Employer contribution / active EE | $418 | $4,344-90.4% | $6,161-93.2% | $2,565-83.7% |
| Participant deferral / active EE | $3,274 | $6,260-47.7% | $8,220-60.2% | $3,952-17.2% |
| Admin fee / account holder | $15 | $8,630-99.8% | $12,048-99.9% | $6,261-99.8% |