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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 | $42,254 | $669,896-93.7% | $62,624-32.5% | $669,896-93.7% |
| Participation rate | 80.0% | 90.5%-10.5pp | 88.9%-8.9pp | 90.5%-10.5pp |
| Annual return | 20.12% | 11.25%+8.9pp | 11.31%+8.8pp | 11.25%+8.9pp |
| Employer contribution / active EE | $0 | $23,407-100.0% | $3,987-100.0% | $23,407-100.0% |
| Participant deferral / active EE | $6,026 | $8,339-27.7% | $4,711+27.9% | $8,339-27.7% |
| Admin fee / account holder | $0 | $52,310-100.0% | $351-100.0% | $52,310-100.0% |