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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 | $2,300 | $54,757-95.8% | $90,300-97.5% | $72,983-96.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.12% | 30.63%-13.5pp | 78.11%-61.0pp | 81.01%-63.9pp |
| Employer contribution / active EE | $178 | $2,092-91.5% | $2,854-93.8% | $2,440-92.7% |
| Participant deferral / active EE | $863 | $2,887-70.1% | $3,884-77.8% | $3,608-76.1% |
| Admin fee / account holder | $3 | $3,972-99.9% | $5,353-99.9% | $5,124-99.9% |