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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 | $17,390 | $136,860-87.3% | $120,344-85.5% | $154,746-88.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 10.17% | 21.38%-11.2pp | 20.30%-10.1pp | 172.34%-162.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,207 | $5,793+41.7% | $5,135+59.8% | $6,730+21.9% |
| Admin fee / account holder | $269 | $15,393-98.3% | $12,742-97.9% | $14,365-98.1% |