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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 | $2,792 | $110,248-97.5% | $95,728-97.1% | $139,456-98.0% |
| Participation rate | 90.0% | 75.7%+14.3pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 0.00% | 27.16%-27.2pp | 28.40%-28.4pp | 373.45%-373.4pp |
| Employer contribution / active EE | $170 | $3,258-94.8% | $2,835-94.0% | $4,753-96.4% |
| Participant deferral / active EE | $2,144 | $4,675-54.1% | $4,245-49.5% | $6,711-68.1% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |