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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 | $12,298 | $103,392-88.1% | $87,104-85.9% | $152,897-92.0% |
| Participation rate | 92.9% | 79.4%+13.5pp | 76.9%+16.0pp | 82.5%+10.4pp |
| Annual return | 27.41% | 28.10%-0.7pp | 28.19%-0.8pp | 345.43%-318.0pp |
| Employer contribution / active EE | $444 | $3,221-86.2% | $2,521-82.4% | $4,764-90.7% |
| Participant deferral / active EE | $2,729 | $4,778-42.9% | $4,048-32.6% | $5,851-53.4% |
| Admin fee / account holder | $5 | $12,194-100.0% | $7,491-99.9% | $11,599-100.0% |