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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 | $13,568 | $86,919-84.4% | $102,457-86.8% | $80,911-83.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.73% | 18.90%-2.2pp | 29.41%-12.7pp | 35.63%-18.9pp |
| Employer contribution / active EE | $407 | $2,368-82.8% | $3,022-86.5% | $2,756-85.2% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $154 | $8,049-98.1% | $9,451-98.4% | $6,935-97.8% |