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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 | $20,310 | $86,940-76.6% | $102,434-80.2% | $80,935-74.9% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.7%+7.3pp |
| Annual return | 21.66% | 18.89%+2.8pp | 29.46%-7.8pp | 35.66%-14.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,973 | $4,121-27.9% | $5,055-41.2% | $4,299-30.9% |
| Admin fee / account holder | $92 | $8,047-98.9% | $9,462-99.0% | $6,924-98.7% |