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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 | $15,543 | $101,798-84.7% | $165,071-90.6% | $80,935-80.8% |
| Participation rate | 70.3% | 71.8%-1.6pp | 78.6%-8.4pp | 67.7%+2.6pp |
| Annual return | 31.55% | 16.73%+14.8pp | 70.17%-38.6pp | 35.66%-4.1pp |
| Employer contribution / active EE | $776 | $2,954-73.7% | $4,347-82.1% | $2,757-71.8% |
| Participant deferral / active EE | $4,568 | $4,476+2.1% | $6,035-24.3% | $4,299+6.3% |
| Admin fee / account holder | $130 | $8,221-98.4% | $12,695-99.0% | $6,924-98.1% |