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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 | $16,487 | $162,136-89.8% | $152,301-89.2% | $154,746-89.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.93% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $712 | $4,890-85.4% | $4,624-84.6% | $4,379-83.7% |
| Participant deferral / active EE | $2,713 | $8,341-67.5% | $8,004-66.1% | $6,730-59.7% |
| Admin fee / account holder | $123 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |