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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 | $14,548 | $197,625-92.6% | $177,840-91.8% | $158,966-90.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 9.84% | 58.76%-48.9pp | 48.32%-38.5pp | 302.95%-293.1pp |
| Employer contribution / active EE | $1,404 | $6,698-79.0% | $5,919-76.3% | $4,762-70.5% |
| Participant deferral / active EE | $5,728 | $8,405-31.9% | $7,714-25.7% | $5,983-4.3% |
| Admin fee / account holder | $17 | $15,405-99.9% | $12,431-99.9% | $11,250-99.8% |