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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 | $5,870 | $111,814-94.8% | $103,378-94.3% | $145,978-96.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.96% | 24.80%-14.8pp | 24.91%-14.9pp | 550.52%-540.6pp |
| Employer contribution / active EE | $723 | $4,215-82.9% | $3,870-81.3% | $4,662-84.5% |
| Participant deferral / active EE | $1,591 | $5,618-71.7% | $5,058-68.5% | $6,690-76.2% |
| Admin fee / account holder | $246 | $9,764-97.5% | $8,401-97.1% | $13,400-98.2% |