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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 | $13,954 | $93,345-85.1% | $119,126-88.3% | $87,485-84.0% |
| Participation rate | 84.1% | 68.7%+15.4pp | 75.8%+8.4pp | 68.9%+15.2pp |
| Annual return | 19.47% | 19.08%+0.4pp | 282.11%-262.6pp | 26.06%-6.6pp |
| Employer contribution / active EE | $748 | $3,172-76.4% | $4,034-81.5% | $2,596-71.2% |
| Participant deferral / active EE | $2,249 | $4,099-45.1% | $5,318-57.7% | $4,274-47.4% |
| Admin fee / account holder | $176 | $8,039-97.8% | $10,693-98.4% | $7,775-97.7% |