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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 | $4,133 | $114,712-96.4% | $173,730-97.6% | $87,485-95.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 22.19% | 20.18%+2.0pp | 19.96%+2.2pp | 26.06%-3.9pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,290 | $4,642-50.7% | $6,326-63.8% | $4,274-46.4% |
| Admin fee / account holder | $214 | $10,210-97.9% | $17,523-98.8% | $7,775-97.2% |