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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 | $13,059 | $165,381-92.1% | $149,730-91.3% | $158,966-91.8% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 23.56% | 348.29%-324.7pp | 276.70%-253.1pp | 302.95%-279.4pp |
| Employer contribution / active EE | $797 | $5,104-84.4% | $4,645-82.8% | $4,762-83.3% |
| Participant deferral / active EE | $2,887 | $7,182-59.8% | $6,843-57.8% | $5,983-51.7% |
| Admin fee / account holder | $2 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |