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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 | $124,425-88.0% | $112,040-86.7% | $137,256-89.1% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 19.81% | 24.72%-4.9pp | 24.52%-4.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $706 | $3,411-79.3% | $2,954-76.1% | $4,156-83.0% |
| Participant deferral / active EE | $3,937 | $5,718-31.2% | $5,098-22.8% | $6,407-38.5% |
| Admin fee / account holder | $3 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |