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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 | $14,903 | $138,312-89.2% | $122,979-87.9% | $155,188-90.4% |
| Participation rate | 70.0% | 80.2%-10.2pp | 77.2%-7.2pp | 80.8%-10.8pp |
| Annual return | 19.81% | 22.06%-2.3pp | 20.12%-0.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $706 | $3,530-80.0% | $3,062-76.9% | $4,248-83.4% |
| Participant deferral / active EE | $3,937 | $5,592-29.6% | $5,003-21.3% | $6,531-39.7% |
| Admin fee / account holder | $3 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |