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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 | $8,333 | $110,410-92.5% | $102,437-91.9% | $145,897-94.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.22% | 24.85%-13.6pp | 24.95%-13.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $345 | $4,217-91.8% | $3,871-91.1% | $4,663-92.6% |
| Participant deferral / active EE | $2,139 | $5,622-62.0% | $5,060-57.7% | $6,689-68.0% |
| Admin fee / account holder | $46 | $9,745-99.5% | $8,388-99.5% | $13,390-99.7% |