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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 | $38,553 | $254,759-84.9% | $216,567-82.2% | $198,609-80.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 16.40% | 10.04%+6.4pp | 12.94%+3.5pp | 202.70%-186.3pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,161 | $6,948-25.7% | $6,191-16.6% | $6,977-26.0% |
| Admin fee / account holder | $127 | $26,311-99.5% | $21,981-99.4% | $19,030-99.3% |