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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 | $18,499 | $77,472-76.1% | $100,392-81.6% | $80,935-77.1% |
| Participation rate | 85.7% | 76.9%+8.8pp | 81.5%+4.2pp | 67.7%+18.1pp |
| Annual return | 33.57% | 37.26%-3.7pp | 49.45%-15.9pp | 35.66%-2.1pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,908 | $6,818-42.7% | $8,090-51.7% | $4,299-9.1% |
| Admin fee / account holder | $234 | $5,885-96.0% | $7,904-97.0% | $6,924-96.6% |