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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 | $17,764 | $139,948-87.3% | $121,663-85.4% | $154,746-88.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 18.47% | 230.52%-212.0pp | 147.54%-129.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,118 | $5,629+8.7% | $4,887+25.2% | $6,730-9.1% |
| Admin fee / account holder | $27 | $17,321-99.8% | $14,289-99.8% | $14,365-99.8% |