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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 | $36,722 | $309,303-88.1% | $147,955-75.2% | $309,303-88.1% |
| Participation rate | 100.0% | 96.2%+3.8pp | 93.3%+6.7pp | 96.2%+3.8pp |
| Annual return | 5.21% | 6.50%-1.3pp | 9.57%-4.4pp | 6.50%-1.3pp |
| Employer contribution / active EE | $2,679 | $25,613-89.5% | $9,679-72.3% | $25,613-89.5% |
| Participant deferral / active EE | $0 | $6,481-100.0% | $8,748-100.0% | $6,481-100.0% |
| Admin fee / account holder | $83 | $31,748-99.7% | $811-89.8% | $31,748-99.7% |