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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 | $21,679 | $217,432-90.0% | $185,851-88.3% | $167,553-87.1% |
| Participation rate | 95.0% | 86.1%+8.9pp | 81.7%+13.3pp | 82.1%+12.9pp |
| Annual return | 12.75% | 148.43%-135.7pp | 122.11%-109.4pp | 478.89%-466.1pp |
| Employer contribution / active EE | $1,005 | $5,874-82.9% | $5,168-80.6% | $4,840-79.2% |
| Participant deferral / active EE | $3,103 | $6,357-51.2% | $5,569-44.3% | $6,343-51.1% |
| Admin fee / account holder | $203 | $19,820-99.0% | $16,245-98.7% | $12,316-98.3% |