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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 | $9,137 | $172,111-94.7% | $150,298-93.9% | $137,256-93.3% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 42.30% | 69.37%-27.1pp | 62.79%-20.5pp | 220.34%-178.0pp |
| Employer contribution / active EE | $773 | $4,636-83.3% | $4,154-81.4% | $4,156-81.4% |
| Participant deferral / active EE | $2,493 | $6,166-59.6% | $5,453-54.3% | $6,407-61.1% |
| Admin fee / account holder | $206 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |