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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 | $9,715 | $45,082-78.5% | $69,464-86.0% | $72,975-86.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 25.09% | 22.66%+2.4pp | 28.98%-3.9pp | 81.01%-55.9pp |
| Employer contribution / active EE | $202 | $2,055-90.2% | $2,779-92.7% | $2,440-91.7% |
| Participant deferral / active EE | $2,378 | $2,604-8.7% | $3,536-32.7% | $3,608-34.1% |
| Admin fee / account holder | $233 | $3,057-92.4% | $3,840-93.9% | $5,124-95.5% |