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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 | $7,833 | $77,962-90.0% | $178,540-95.6% | $80,935-90.3% |
| Participation rate | 74.5% | 65.7%+8.8pp | 77.1%-2.6pp | 67.7%+6.8pp |
| Annual return | 12.99% | 18.10%-5.1pp | 27.15%-14.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $252 | $2,280-89.0% | $3,953-93.6% | $2,757-90.9% |
| Participant deferral / active EE | $1,703 | $4,404-61.3% | $6,281-72.9% | $4,299-60.4% |
| Admin fee / account holder | $163 | $7,156-97.7% | $10,424-98.4% | $6,924-97.6% |