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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 | $15,455 | $183,516-91.6% | $155,534-90.1% | $145,884-89.4% |
| Participation rate | 81.3% | 82.7%-1.5pp | 78.2%+3.0pp | 80.3%+0.9pp |
| Annual return | 14.74% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $545 | $5,315-89.7% | $4,675-88.3% | $4,662-88.3% |
| Participant deferral / active EE | $5,021 | $6,467-22.4% | $5,630-10.8% | $6,690-24.9% |
| Admin fee / account holder | $78 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |