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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 | $16,080 | $99,345-83.8% | $84,753-81.0% | $273,972-94.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.76% | 22.93%-16.2pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $325 | $4,214-92.3% | $3,574-90.9% | $4,869-93.3% |
| Participant deferral / active EE | $2,707 | $4,270-36.6% | $3,712-27.1% | $5,287-48.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |