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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 | $9,346 | $112,729-91.7% | $98,716-90.5% | $137,256-93.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.42% | 38.48%-13.1pp | 31.81%-6.4pp | 220.34%-194.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,807 | $4,640-39.5% | $4,048-30.7% | $6,407-56.2% |
| Admin fee / account holder | $111 | $10,129-98.9% | $8,703-98.7% | $12,270-99.1% |