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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 | $7,172 | $172,111-95.8% | $150,298-95.2% | $137,256-94.8% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 38.73% | 69.37%-30.6pp | 62.79%-24.1pp | 220.34%-181.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,519 | $6,166+54.4% | $5,453+74.6% | $6,407+48.6% |
| Admin fee / account holder | $9 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |