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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 | $17,401 | $103,387-83.2% | $87,102-80.0% | $152,885-88.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.9%-6.9pp | 82.5%-12.5pp |
| Annual return | 21.09% | 28.10%-7.0pp | 28.19%-7.1pp | 345.39%-324.3pp |
| Employer contribution / active EE | $315 | $3,221-90.2% | $2,521-87.5% | $4,763-93.4% |
| Participant deferral / active EE | $1,956 | $4,778-59.1% | $4,048-51.7% | $5,851-66.6% |
| Admin fee / account holder | $97 | $12,193-99.2% | $7,491-98.7% | $11,598-99.2% |