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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 | $63,063 | $127,229-50.4% | $115,939-45.6% | $237,064-73.4% |
| Participation rate | 100.0% | 22.8%+77.2pp | 19.3%+80.7pp | 45.6%+54.4pp |
| Annual return | 8.63% | 3.55%+5.1pp | 3.97%+4.7pp | 4.16%+4.5pp |
| Employer contribution / active EE | $4,650 | $33,688-86.2% | $28,168-83.5% | $42,918-89.2% |
| Participant deferral / active EE | $4,265 | $205+1975.7% | $274+1454.5% | $128+3236.5% |
| Admin fee / account holder | $33 | $15,835-99.8% | $12,837-99.7% | $21,465-99.8% |