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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 | $22,137 | $153,769-85.6% | $133,975-83.5% | $273,972-91.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.72% | 36.51%-27.8pp | 29.29%-20.6pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,250 | $6,029-79.3% | $5,211-76.0% | $4,869-74.3% |
| Participant deferral / active EE | $2,870 | $6,958-58.8% | $6,282-54.3% | $5,287-45.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |