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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 | $5,254 | $76,407-93.1% | $150,298-96.5% | $82,448-93.6% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 16.78% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $252 | $2,614-90.4% | $4,154-93.9% | $2,551-90.1% |
| Participant deferral / active EE | $1,123 | $3,214-65.1% | $5,453-79.4% | $4,139-72.9% |
| Admin fee / account holder | $293 | $6,352-95.4% | $14,116-97.9% | $7,234-96.0% |