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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 | $13,362 | $183,516-92.7% | $155,534-91.4% | $145,884-90.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 10.78% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $810 | $5,315-84.8% | $4,675-82.7% | $4,662-82.6% |
| Participant deferral / active EE | $1,974 | $6,467-69.5% | $5,630-64.9% | $6,690-70.5% |
| Admin fee / account holder | $55 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |