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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 | $18,469 | $165,399-88.8% | $149,745-87.7% | $158,982-88.4% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 20.46% | 348.34%-327.9pp | 276.72%-256.3pp | 302.99%-282.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,486 | $7,183-37.5% | $6,843-34.4% | $5,983-25.0% |
| Admin fee / account holder | $67 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |