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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 | $12,395 | $124,425-90.0% | $112,040-88.9% | $137,256-91.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.15% | 24.72%+0.4pp | 24.52%+0.6pp | 220.34%-195.2pp |
| Employer contribution / active EE | $530 | $3,411-84.5% | $2,954-82.1% | $4,156-87.3% |
| Participant deferral / active EE | $2,876 | $5,718-49.7% | $5,098-43.6% | $6,407-55.1% |
| Admin fee / account holder | $199 | $15,207-98.7% | $12,098-98.4% | $12,270-98.4% |