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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 | $15,744 | $227,566-93.1% | $189,558-91.7% | $167,518-90.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 23.56% | 78.43%-54.9pp | 64.19%-40.6pp | 478.71%-455.1pp |
| Employer contribution / active EE | $417 | $5,316-92.2% | $4,412-90.5% | $4,838-91.4% |
| Participant deferral / active EE | $2,678 | $7,002-61.8% | $6,174-56.6% | $6,342-57.8% |
| Admin fee / account holder | $17 | $11,881-99.9% | $9,809-99.8% | $12,312-99.9% |