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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 | $19,624 | $103,392-81.0% | $87,104-77.5% | $152,897-87.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.10% | 28.10%-5.0pp | 28.19%-5.1pp | 345.43%-322.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,841 | $4,778+1.3% | $4,048+19.6% | $5,851-17.3% |
| Admin fee / account holder | $273 | $12,194-97.8% | $7,491-96.4% | $11,599-97.6% |