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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 | $18,602 | $73,978-74.9% | $96,515-80.7% | $75,173-75.3% |
| Participation rate | 87.3% | 66.4%+20.9pp | 74.3%+13.0pp | 67.2%+20.1pp |
| Annual return | 14.86% | 26.72%-11.9pp | 35.73%-20.9pp | 160.72%-145.9pp |
| Employer contribution / active EE | $13 | $2,931-99.6% | $3,740-99.6% | $2,671-99.5% |
| Participant deferral / active EE | $2,314 | $3,660-36.8% | $4,880-52.6% | $4,126-43.9% |
| Admin fee / account holder | $84 | $5,219-98.4% | $6,735-98.8% | $5,651-98.5% |