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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 | $8,028 | $99,345-91.9% | $84,753-90.5% | $273,972-97.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.47% | 22.93%-16.5pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $60 | $4,214-98.6% | $3,574-98.3% | $4,869-98.8% |
| Participant deferral / active EE | $3,468 | $4,270-18.8% | $3,712-6.6% | $5,287-34.4% |
| Admin fee / account holder | $14 | $6,645-99.8% | $5,333-99.7% | $10,133-99.9% |